Financial Planning
As a Certified Financial Planner (CFP), I provide the following services:

- CPP and OAS Consulting

RRSP/RRIF withdrawal planning

RESP and education planning

 

Accounting Services

 - Compilation engagements

 - Accounting Systems and Training

 - Bookkeeping

 
Speciality Services

 - Assistance with professional incorporations

 - Creditor proofing exercises

416.490.7675

Leonard J. Szymanski, CPA,

Professional Corporation

Tax Planning and Tax Preparation

  - Planning for share acquisitions and dispositions

  - Purification exercises to ensure the corporation meets the eligibility criteria for Capital Gains Deduction

  - Corporate reorganizations involving Family Trusts to facilitate multiple Capital Gains Deductions

  - Capital Gains Deduction claims

  - Income splitting to minimize income taxes

  - Salary vs. dividend planning

  - RRSP contribution planning

  - Estate planning to minimize income taxes for your beneficiaries

  - Charitable donation planning

  - Allowable Business Investment Loss (ABIL) claims

  - Disability Tax Credit claims and consulting

  - Capital Dividend Account (CDA) elections

  - Apprenticeship Training Tax Credit (ATTC) claims and advise

  - Affiliations with domestic and foreign tax specialists including U.S. structures

  - Asset vs. share sale analysis

  - Structuring real estate acquisitions and dispositions

  - Medical Corporations shareholder structures including family members

  - Corporate year end selection planning

  - Corporate and Individual Tax Preparation

  - CRA & WSIB representation, during audits, appeals and adjustment requests

  - HST Consulting

  - Family Trusts

  - Tax Efficiency Reviews