Services

I am not opposed to government having a very important role, but it has gone too far.

Tax Minimization Strategies


Proactive Profitability
Planning

Corporations and their Shareholders are subject to tax throughout the lifecycle of an enterprise. As a company moves beyond the survival phase and into profitability, there are taxes both on active business and on the company’s savings. If not handled correctly, a business can walk itself into higher taxes than what were already expected.

  • Protect access to preferential tax rates


Taxation on Shareholder Death

While it is possible to face the peril of double taxation (73%) it is more likely that an entrepreneur can face a tax bill of 40-45% if planning is inadequate or not done. Through a consultative and multi-staged approach, including working with an entrepreneur’s advisory group, tax upon death can be reduced to far more tolerable levels (12-15%) and in certain instances 0%. It’s a process of peeling back layers of the onion to create the solution.

  • Helping to resolve shareholder debt issues


Corporate sale, expansion & succession

Businesses preparing to sell, to expand or to transition to the next generation need to integrate both legal and accounting in a tax planning strategy.

  • The ability to work with accountants and lawyers and help foster cooperation in corporate reorganizations is a hallmark of what I do. I can speak both to accounting and legal issues.

Strategic Philanthropy

Entrepreneurs and professionals have to decide how much of their life’s work they would like to surrender to government. While I can’t make your children your primary creditor instead of the government, I can make your charitable causes the primary creditor through strategic philanthropy. Planned and strategic giving is a critical part of a tax reduction strategy while living – and also about leaving a powerful, altruistic legacy of support to the causes that mean the most to you.



Insurance Planning

A comprehensive review of current coverage is a critical foundation for future planning. Understanding not just the how, but most importantly, the why.

  • Integrating existing insurance in any organization is essential to avoiding unforeseen tax minefields.
  • Objectively understanding risk in all insurance strategies, particularly those involving finance, is an area in which I have extensive experience.


Advanced &
Executive Retirement
Solutions

I am a recognized national expert on Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA), and Supplemental Executive Retirement Plans (SERPs).


Listening. Explaining. Complete Transparency. Team approach. Gravitas.

Trevor believes in the bootstrap theory of society: no one is going to do it for you, so you’d better do it yourself.