Succession Planning

The transfer of a business is a complex transaction that requires a sensitive and knowledgeable team, we will help you navigate the complexities of transferring your company to the next generation.

We offer:

  • Last will and testament review
  • Corporate restructuring for transfer
  • Tax consulting to protect the financial interests of your loved ones
  • Establishing family trust
  • Balanced tax planning to reduce taxes payable today and for the next generation

Contact a Member of T&A’s Succession Planning Team:

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