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  Business Owners
 
OVERVIEW
 
CORPORATE TAXATION CHALLENGES
 
PERSONAL TAXATION CHALLENGES
 
MOVEMENT OF CAPITAL
 
SUCCESSION PLANNING
 
RETIREMENT PLANNING
 
MERGERS & ACQUISITIONS
 
ELIGIBILITY REQUIREMENTS
 
 
ELIGIBILITY REQUIREMENTS
  • Being a successful private business owner
  • Average annual surplus profits of at least $300,000
  • Has corporate and/or personal taxation concerns with current process
  • Are you selling and/or in the process of acquiring a company?
  • Some structures require T4 incomes (not income via dividends - fees, etc.)