Trust & Estate

TRUST AND ESTATE PLANNING


A secure future starts with planning
The Chartered Professional Accountants (CPA) at Blasetti Broyles Bloxham LLP are honored to assist Canadian families and businesses with their trust, succession-planning and estate-planning needs. We pride ourselves on responsive, personalized service designed around your family’s or company’s unique needs. Our ethical values ensure that your information is held in confidence. Our commitment to continuous training and professional development means your accountant will always be up to date with the latest changes in accounting standards and directional issues in CRA tax policies and laws.

We are available to assist you with all your accounting, trust returns and planning needs. Our experienced professionals have the skills and resources to keep you up to date on how your assets can be affected by tax law changes, help you set up, maintain or close down a trust, and provide you the support you need throughout the year to ensure your tax plan is going in the direction you want it to go.

Our Professional Accounting Services include the following:
  • Financial reporting
  • Financial planning, analysis and reporting
  • Non-Financial planning, analysis and reporting
  • Family trust planning and consultation
  • Succession planning and consultation
  • Retirement planning and consultation
  • Estate planning and consultation
  • Inheritance advice and guidance
  • Business tax planning and consultation
  • Personal tax planning and consultation
  • And much more…
    Additionally, we are proficient at preparing Canada Revenue Agency (CRA) informational reporting requirements:
    • GST reports and remittances
    • Trust tax returns
    • T slips reports (T3’s, T4’s, T4A’s, T5’s, T5013’s, T5018’s)
    • Other government informational returns and reports
    • CRA review and audits
    • CRA Liaison
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