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Tax & Succession Planning

Tax & Succession Planning

Plan for today. Protect tomorrow.

At Alexander Tax Law, we help individuals, families, and business owners create tax efficient plans that protect wealth across generations. Effective succession planning is more than a legal exercise, it’s about preserving value, minimizing tax exposure, and ensuring a seamless transition of ownership and control.

Our team advises on the full spectrum of Canadian and cross-border planning strategies, including:

  • Estate freezes and corporate reorganizations that lock in value and reduce future tax burdens.
  • Trusts and family succession models to support multi generational wealth planning.
  • Private company succession strategies, including shareholder agreements and governance structures.
  • Estate freezes and corporate reorganizations that lock in value and reduce future tax burdens.
  • Trusts and family succession models to support multi generational wealth planning.
  • Private company succession strategies, including shareholder agreements and governance structures.

Our Process
Fast. Clear. Accountable.

1.
Assess & align

objectives, valuation drivers, risk tolerance

2.
Structure & plan

tax, financing, timeline, stakeholder map

3.
Diligence & draft

focused diligence, decisive paper

4.
Negotiate & sign

close the gaps, protect the downside

5.
Close & transition

funds flow, consents, day-one continuity

Our Process: Fast. Clear. Accountable.

1.
Assess & align

objectives, valuation drivers, risk tolerance

2.
Structure & plan

tax, financing, timeline, stakeholder map

3.
Diligence & draft

focused diligence, decisive paper

4.
Negotiate & sign

close the gaps, protect the downside

5.
Close & transition

funds flow, consents, day-one continuity

Whether you are preparing for retirement, transitioning a family business, or protecting future generations, we bring clarity and confidence to complex tax rules. By combining deep technical knowledge with a practical, business minded approach, we deliver solutions that are durable, efficient, and aligned with your long term goals.

Why Alexander Tax Law

Bay-Street-grade execution, boutique agility

no wasted motion. 

Tax at the core

of purchase and sale, structure, pricing, and indemnities engineered together.

Clarity at every turn

plain-English advice, crisp timelines, and deliverables you can track.

Let’s Connect

Clarity. Strategy. Results.

Whether you’re planning, defending, or closing a deal, we deliver solutions that move at the speed of business.

Schedule a Consultation