Planning

Planning

  • We can help with succession and estate planning, too many times we see that individuals feel that they have lots of time to deal with their affairs only to get surprised by an unexpected event.
  • Let us assist with planning your affairs now so that in the future things are simplified. Things to consider include:
    • A plan should be documented and well thought-out, both of which requires time
    • Documentation should include a listing of assets, your intention for each asset and a review of the potential tax consequences
    • A plan should consider alternatives and provide options as needed
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.