Professional Clientele & Medical/Legal Practices
Licensed professionals—including physicians, surgeons, dentists, lawyers, architects, and professional engineers—operate under specific regulatory governing frameworks with distinctive tax planning opportunities.
We provide comprehensive corporate accounting, tax minimization, and long-term wealth accumulation strategies tailored specifically to the unique needs of professionals in independent practice and partnerships.
Sector Capabilities
Professional Corporation Structuring (MPC / PC)
Guiding practitioners through the incorporation process under provincial regulatory guidelines (CPSO, RCDSO, LSO, PEO) to capture the small business deduction and defer corporate tax.
Compensation & Tax-Efficient Cash Extraction
Designing custom remuneration plans balancing salary, non-eligible dividends, capital dividends, and individual pension plans (IPPs) while strictly complying with CRA TOSI rules.
Practice Transition & Buy-In Advisory
Structuring associate buy-ins, goodwill valuations, cost-sharing arrangements, and tax-deferred practice sales utilizing the Lifetime Capital Gains Exemption (LCGE).