At ANR, we believe that our clients work hard to build value, whether it is personally or within their businesses, and we want to ensure that they maximize the value that they retain. Our Tax and Estate Planning services provide that opportunty to our clients.
For ten years, ANR partner, Jason Rideout, CA, TEP has dealt with owner managed businesses and individuals assisting them in building a tailored comprehensive and flexible tax plan that meets their goals and objectives.
When dealing with tax planning, each situation is unique and at ANR, we do not take a cookie cutter approach to tax planning. Each tax plan is tailored to our client based on the facts of the situation and goals and objectives of the individual or the business. At ANR, we take the time to build a plan that our clients are comfortable with and understand.
Our process behind building a tax plan includes a detailed fact finding process and discussions with the client to get a clear understanding of what their goals and objective are. Plan and simple, we listen to our clients. From there, we look for various options and plans that could be implemented for our clients and we deliver these options and provide a recommendation to our client.
Throughout a tax planning process, we work closely with our client and their advisors. At ANR, we feel that including other advisors such as lawyers, bankers and financial advisors is key in ensuring that the client is maximizing their tax planning opportunity. Having everyone involved ensures that the plan is implemented right the first time and the plan operates smoothly.
We have extensive experience in preparing tax plans associated with incorporations, income splitting, corporate reorganizations, mergers and acquisitions and implementation of trusts.
Our unique service line is the Trust and Estate Planning services that Partner Jason Rideout, CA, TEP provides. Only one of four accountants in the Province of New Brunswick to hold a TEP designation, Jason provides trust and estate planning services to clients from across the Province.
Taking a proactive approach to planning for your estate is key in ensuring that you pass the value that you have worked hard in obtaining to your beneficiaries. The Estate planning process is a detailed process in which Jason works with our clients to discuss their goals and objectives in respect of their Estate. Starting the discussion is the hardest part and Jason is able to provide an environment that allows for open and frank discussion.
Jason works with clients to build an Estate plan that will meet the client’s goals and wishes and provides instruction on how to properly structure the plan to minimize taxes and to allow for the smooth implementation and execution of the Estate Plan. Jason works closely with the client’s legal counsel to implement these plans.
Along with the Estate planning services, ANR also offers income tax preparation for deceased taxpayers as well as Executor Assistance Services, which is a service in which we assist Executors of an estate to navigate the process of winding down the Estate, which can be a complicated and time consuming exercise at a very emotional time when a loved one has been lost.