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Asset Protection and Tax Planning

Preserve your business assets and reduce your corporate and personal taxes with our Asset Protection and Tax Planning Forms.


What are assets?

An asset is any property (real or personal) that has a dollar value. Tangible assets include such things as real estate, jewelry, vehicles and other physical items. Nonphysical items such as stocks, bonds, bank accounts, and pension benefits that have value are considered intangible assets, and must be taken into account during tax and estate planning.

What are some effective tax planning strategies to consider?

There are several methods you can use to minimize the amount of tax you pay, such as contributing to a retirement plan, income splitting, deferring capital gains, moving assets offshore, and creating a trust. Your accountant can advise you on the most suitable strategy for you, based on your income, financial picture, and personal circumstances.

GENERIC FORMS