Personal Tax and Estate Planning

Personal Tax and Estate Planning

The magnitude of wealth is not determined by what people make, but rather by what they keep. Vine and Partners specialize in helping our clientele preserve and transfer wealth through effective personal tax and estate planning. We cover all facets of personal and corporate income tax planning, advise on tax-efficient structures such as crystallization of capital gains exemptions to estate planning and family trusts. For those who have built some measure of wealth, a family trust can be an effective way to move taxable income out of the hands of a high-income earner and into the hands of lower-taxed family members. Many business owners and their families have benefited from implementing this strategy.

ACCOUNTING SUPPORT SERVICES

ACCOUNTING SUPPORT SERVICES

Vine and Partners provides the knowledge and experience for all accounting and bookkeeping related services. Our Accounting Support Services division has friendly technicians ensuring all records are accurate and client expectations are exceeded.

Business Valuation

Business Valuation

Whether you are planning to sell, merge, finance or grow through acquisition, the Chartered Business Valuators at Vine have the industry experience and specialized training to expertly value your business and to provide you with the market insight needed to gain an invaluable advantage during important negotiations.

TAX STRATEGIES AND PLANNING

TAX STRATEGIES AND PLANNING

The magnitude of wealth is not determined by what people make, but rather by what they keep. Vine and Partners specialize in helping our clientele preserve and transfer wealth through effective personal tax and estate planning.

Transition Planning

Transition Planning

Small business is the backbone of the Canadian economy, but experts say that small business owners rarely pay enough attention to business transition planning. In fact, without a transition plan in place, many businesses close instead of being sold or passed on to the next generation.