Taxation
In taxation, although impôsition is necessary for the management of public spending and for a certain social justice, no one should pay more than they need to.
Our financial planning firm helps you navigate through complex tax laws that are often unknown to the general public. Indeed, their proper use makes it possible to reduce the personal or family tax burden.
Taxation as an entrepreneur
In the case of reorganization, purchase/sale of companies, tax structures of your companies, or topics related to the transfer to your children, or complex estate planning, we play a role of general practitioner who will point out the areas to be discussed with a tax specialist.
Planico puts at your disposal its expertise at the service of your company.
Planning the income you need can’t be done without financial planning. The latter takes into account many aspects. The shareholder’s remuneration, whether through salary payments or dividend payments, must be calculated by doing your financial planning.
The shareholder’s income needs
Independent and incorporation
Our team is a partner of choice to guide you towards the solution whose taxation benefits you best by taking into account your objectives. If you intend to sell your business in the next few years, or to inherit your business to your children, we make sure that you have access to all available tax credits .
Optimize your taxation as an entrepreneur now.
Schedule a call to discuss your goals and determine the best strategies to get there.
Setting objectives
We discuss together to determine your projects and goals.
Portfolio Optimization
We analyze the possibilities of optimizing your portfolio.
Choice of game plan
With the help of our proposals, you choose the strategy you will follow.
