Planning for the future ensures that your wealth is transferred smoothly and tax-efficiently to your beneficiaries. At Lead Tax, we specialize in estate tax planning, compliance, and minimizing tax burdens, so your loved ones receive the maximum benefit from your estate. Our team provides expert solutions to help you navigate the complexities of estate taxation in Canada.

Our Estate Tax Services

✔ Estate & Trust Tax Filing (T3 Returns) – Ensure compliance with CRA regulations.
✔ Minimizing Estate Taxes – Reduce the tax impact on beneficiaries.
✔ Capital Gains & Tax Implications – Plan for assets like real estate, investments, and businesses.
✔ Wealth Transfer Strategies – Ensure a smooth and tax-efficient transition.
✔ Succession Planning – Secure your legacy with proper tax structuring.
✔ Trust & Inheritance Tax Advisory – Plan for trusts, gifts, and inheritances.
✔ CRA Audit Support – Expert representation in case of estate tax audits.

Who Needs Estate Tax Planning?

🏡 Homeowners & Property Investors – Reduce estate tax on real estate transfers.
💼 Business Owners & Entrepreneurs – Plan for succession and corporate estate tax strategies.
📈 High Net-Worth Individuals – Protect wealth with structured estate planning.
👨‍👩‍👧‍👦 Families & Beneficiaries – Maximize inheritance with tax-efficient solutions.

Why Choose Lead Tax?

🔹 Canadian Estate Tax Experts – Extensive knowledge of federal & provincial estate tax laws.
🔹 Proactive Tax Planning – Reduce future tax burdens with strategic planning.
🔹 Seamless Wealth Transfer – Ensure your beneficiaries receive their inheritance with minimal tax impact.
🔹 CRA Compliance & Representation – We handle all tax matters on your behalf.

Plan Your Estate Tax Today!

✅ Book a Consultation – Let us help you secure your financial legacy with expert estate tax planning!