CWM Chartered Accountants LLP offers a full range of Tax and Estate Planning Services to meet corporate and individual needs.

The following is a listing of some of our professional services:

• Personal and Corporate Tax Preparation and Filing
• Long Term Tax Strategies
• Income Splitting and Tax Minimization Strategies
• Tax Shelter Evaluation and Analysis
• Advanced Estate and Succession Planning
• Transfer of family business ownership and management assistance
• Resolution of income tax disputes

In addition to providing specific Tax compliance services we also develop estate plans that limit income tax exposure and enhance wealth transfer to future generations. We examine your estate's tax situation - both from a Canadian and foreign tax perspective.

Consideration is given to the use of investment holding companies for tax and estate planning purposes but also from a limited liability and corporate succession perspective.

We examine the use of unique insurance products to minimize tax and to provide liquidity for estate purposes including personal and business needs.

We can advise you on the effectiveness of trusts - which you can either create to take affect during your lifetime (called an inter vivos trust), or at death (called a testamentary trust).

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