Tax planning built around the owner
We start with your financial records, business structure, and personal objectives. We assess the available options, explain their implications, and identify the steps needed to implement the appropriate plan.
- Corporate and personal tax planning considered together.
- Salary and dividend planning, including the implications of each option.
- Review of shareholder loans and owner withdrawals.
- Planning for retained earnings and corporate investments.
- Tax considerations for major purchases and business transactions.
- Coordination of tax planning with a reorganization or ownership change.
- Review of tax reporting involving holding companies, trusts, or partnerships where relevant.
When to speak with us
Contact KAI when profits are increasing, you are deciding how to withdraw funds, your ownership arrangements are becoming more complex, or a significant transaction is approaching.
Recommendations depend on your circumstances, applicable tax rules, and the information available.
Understand your options and next steps
A planning engagement can include a review of your current position, a comparison of relevant options, and an implementation plan. We agree on the scope before the work begins so you know what advice and documentation to expect.