Tax Planning

With some short and long term tax planning, we can help you implement strategic activities throughout the year to maximize returns for you, your family, and your business.

You can consider many options to take advantage including:

  • Investment planning
  • Tax deferment
  • Charitable donations

Family Tax Planning

If you have multiple family members paying income tax, we can help you effectively redistribute income, so that there is more balanced dispersal of tax benefits, and reduced possibility of having to pay a large sum to the Canada Revenue Agency.

Some income splitting options may include:

  • Pension income splitting
  • Cash gifts to adult children
  • Contributions to spousal RRSP
  • Family tax cut non-refundable credit
  • and a list of many more

We evaluate the integration of your personal and business tax planning to fully benefit all your tax-paying family members.

Contact us today to see how your family can benefit from strategic tax planning.

Get in touch

Come Visit Our Office By The Sea, located in the Vancouver Island Conference Centre across from the Museum in downtown Nanaimo.

Our Location

55 Museum Way
Nanaimo, BC  V9R 0B5
Phone: (250) 754-1852
Fax: (250) 754-1856
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