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BusinessTax Planning

Strategic Tax Planning Excellence

Your Partner in Strategic Business Tax Planning

At Three60 Wealth, we recognize that strategic business tax planning is pivotal for your financial success. Our team of experts is committed to tailoring personalized strategies that align with your corporate goals, ensuring you maximize savings while staying compliant with the latest regulations.

Tax Planning

Business Tax Planning

For business owners and high-net-worth families, managing tax liabilities is not just about compliance; it’s about optimizing your financial resources. At Three60, we are your trusted partners in achieving tax efficiency through our dynamic approach that combines continuous learning with strategic alliances with top tax lawyers and accountants.

Our commitment to staying at the forefront of tax law changes and financial strategies means you’ll always have the most up-to-date advice at your fingertips. By leveraging our expertise and our professional relationships, you can significantly reduce your tax liabilities while ensuring you remain compliant.

Corporate Tax Planning Strategies

One of the first areas we consider is your corporate structure, as this is the engine that drives your planning. We work closely with you to identify the most suitable structures that align with your specific goals and objectives. Whether we are optimizing your structure for a future business sale or creating a structure to allow for a transition of the business to your children, our goal is tax efficiency, so you send less money to the government and keep more for yourselves.

Trusts can be a powerful tool in creating tax efficiency and are often used in Business Succession Planning and Estate Tax Planning. Three60 helps you establish Trusts that will allow for an efficient transfer of assets to the next generation, offer creditor protection, and allow for tax minimization, safeguarding your wealth for generations to come.

Tax Efficient Income Stream Planning

Income stream planning is an essential element for immediate and future tax savings. At Three60, we help you navigate the complexities of income stream planning both pre- and post-retirement. Once we understand your ‘capital pools’ we can determine the best way for you to draw an income to minimize the amount of tax you pay and maximize your life’s work.

Estate Tax Planning Strategies

Estate tax planning involves the efficient distribution of your assets on death. Many times, we see families that have ideas on what they want to achieve after they pass but are unsure of how to go about accomplishing their goals. Through our proprietary planning model, we help identify the opportunities available and quarterback the planning process, all with a keen eye on saving tax.

Tax Planning is an important part of any financial plan. With our dedication to continuous learning and strategic partnerships, we empower business owners and high-net-worth families to reduce their tax liabilities and secure their financial future. Together, let’s maximize your life’s work!

Why Choose Three60 Wealth for Your Tax Planning?

  • Independent and Unbiased: We are an independent firm focused on planning and not on product sales.
  • Experience in Tax Planning for Business Owners: Our team in Calgary has many years of experience in working with business families bringing in-depth knowledge to the table.
  • Tailored Solutions: No two businesses are alike, and neither should their tax plans be. We craft personalized plans unique to your needs and concerns. 
  • Comprehensive Approach: From business tax planning to estate tax strategies, Three60 Wealth offers a holistic, unbiased approach to financial planning, ensuring all aspects are considered for optimal results.
  • Professional Network: We have developed strategic alliances with top tax lawyers and other specialists to help us serve our clients.  Through these relationships we are well positioned to help our clients through even the most complex planning situations.

Discover the difference strategic tax planning can make for your business. Contact Three60 Wealth in Calgary to schedule a consultation. Let’s build a roadmap to financial success together.

QuestionsTAX PLANNING QUESTIONS WE’LL HELP YOU ANSWER…

  • How can a family trust help me save taxes?
  • When should I consider setting up a holding company?
  • How do I get money out of my business as tax-efficient as possible?
  • How is my business taxed when I sell it?
  • How do I minimize tax on the sale of my business?
  • What business structure is most tax-efficient for my company?
  • Can I transfer assets to my spouse and kids without paying tax?
  • Should my rental properties be held personally or in a corporation?
  • How will the preferred shares I own be taxed when the company redeems them from me?
  • How do I minimize tax on my death?
Financial Planning Business Owners Three60 Calgary

Contact usView your planning from a new perspective.

Our team will create a comprehensive, unbiased fee-based tax plan to safeguard the financial future of your family and your business. Call us at 403-640-4414 or fill out the form below to schedule an introduction meeting.

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