Tax & Succession Planning

Tax & Succession Planning

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.

We advise on Canadian & Cross-border Planning Stratagies including:

Estate freezes and corporate reoganizations 

Trust and family succession models, minimizing taxes upon death

Retirement planning, and structring insurance-based products 

Retirement planning, and struct ring insurance-based products 

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.

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

Practical. Efficient. Strategic.

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