Corporate, trust and estate tax planning

About this service

You can contact Joe Figliomeni about corporate, trust and estate tax planning. This work organises financial information so costs, results and variances can be reviewed together.

Relevant experience

• Tax planning and compliance for owner-managed businesses, reorganizations, trusts, estate and succession planning and tax disputes. Contact Joe directly by phone or email.
• With an emphasis on private enterprises, he advises on tax planning and compliance for owner-managed businesses, corporate reorganizations, trust structures, estate and succession planning, tax dispute resolution, tax planning for separation or divorce and indirect tax.
• He completed CPA Canada's In-Depth Tax Course Levels I to III and earned the Trust and Estate Practitioner designation from STEP Canada in 2023.

Contact Joe Figliomeni

Describe the process you need help with, the records already available and what a finished piece of work should contain.