trust returns

Trust taxation is a highly specialized practice that requires long-standing training and experience. With 60+ years of experience, GBA accountants and tax professionals are here to help.

Trusts tend to be used for both tax planning and estate planning opportunities, and for a required filing upon the death of an individual taxpayer.

When trusts are a good solution for our clients, we will work alongside your professional team of lawyers, investment advisors, etc., to ensure accuracy of information and maximum tax savings.

Estate planning

You’ve spent your career building generational wealth through your successful business. You’re now faced with deciding on a successor, an exit strategy, who may or may not want your direct involvement or share your vision. Having a succession plan or an estate plan in place is the only way to ensure an effective and smooth transition of your business and generational wealth. The decisions you make now will affect the future of your business, customers, employees and—most importantly—your family.

We understand that family-owned businesses face unique challenges when developing and implementing a succession and estate plan. Our clients appreciate the knowledge and experience that we bring to developing succession and estate plans.

We work with your family well in advance of the anticipated transition to ensure that tax, communication and industry-specific issues are addressed. We also help you maintain the value of the business and balance family relationships throughout the process.

Terminal returns can be complex.

A loved one passing is a very difficult time for everyone. In addition to the emotional anguish, dealing with the taxation of an individual upon death and the distribution of assets can be extremely complex.

Our team of experts is dedicated to providing compassionate direction through the entire process. We are here to help you better understand your responsibility as an executor,  assist with processing the final tax returns, filing the required estate tax returns, and filing for clearance certificates from the CRA, while safely distributing assets among beneficiaries.

This should not be the time to be a DIY’er!

Our services include:

  •  Facilitation
  •  Business succession planning
  •  Trust planning, including safeguarding assets, reducing probate fees, and holding shares in a family-owned company
  •  Will planning and review from a tax perspective
  •  Post-mortem planning, including avoiding double taxation
  •  Asset disposition planning
  •  Charitable gift planning

What You Can Expect From GBA

Timely Responses

  • Your call is answered by a live team member
  • You will receive a response to your question within 24 hours
  • You will always have accessibility to someone on your dedicated team

Fixed Fees

  • No surprise invoices – all our fees are fixed and agreed upon before any work begins
  • Enroll in our monthly payment options to optimize the cash flow of your business
  • Our work and fees are covered by our unconditional, money back guarantee

Reduce Audit Fee Risk

  • Our tax team are specialists in defending you and your business against CRA audits
  • We provide proactive protection against audits through the GBA Fee Waiver program
  • Optional – It’s your choice to participate

Frequently Asked Questions


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