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Estate, gift, and trust planning for business owners and high-net-worth families — succession design, wealth transfer, and related tax strategy.
5 professionals listed
Showing 1-5 of 5
Booke Partners Team · CPA
Winnipeg, Manitoba · Canada
Booke & Partners is a Winnipeg-based chartered professional accounting firm providing assurance, tax, and estate planning services to private businesses and professionals in Manitoba.
Calvista Partners · CPA
Calgary, Alberta · Canada
Calvista LLP is a Calgary boutique CPA firm providing integrated tax, estate planning, assurance, and advisory services to entrepreneurs and professional corporations.
Crowe Soberman Partners · Chartered Professional Accountants
Toronto, Ontario · Canada
Crowe Soberman LLP is a Toronto-based accounting and advisory firm providing audit, tax, and business advisory services to privately owned companies, not-for-profits, and high-net-worth individuals as part of the Crowe Global network.
Sensus Partners · Chartered Professional Accountants
Edmonton, Alberta · Canada
Sensus LLP is an Edmonton CPA firm delivering tax, assurance, estate planning, and advisory services to owner-managed enterprises and professional corporations.
Zeifmans Partners · CPA, Chartered Professional Accountants
Toronto, Ontario · Canada
Zeifmans is a mid-sized Toronto accounting firm offering tax planning, audit and assurance, estate planning, and cross-border advisory services to entrepreneurs and privately held businesses.