
Estate and Succession Planning
Secure the future of your business.
Our Services Include
- Investigating the options for exiting the business (including liquidation, transfer to a family member, third-party sale or management buy-out)
- Developing an action plan to transition the business and your accumulated wealth to the next generation, including estate freezes and buyouts
- Addressing potential issues regarding family management succession
- Strategic tax planning to maximize the proceeds of business disposition and after-tax cash to your family
- Post-mortem estate planning
- Trust planning
- Probate tax planning
- Will planning
- Life insurance planning
Meet The Experts

Frank Bilotta,
CPA, CGA
Tax Partner
+1 (647) 476 2378
Stephanie Jindal,
CPA, MTax, TEP