Taxation services for entrepreneurs since 2003
Headquartered in Moncton, NB , Aegis Tax Specialists represents clients doing business in Canada. Our firm specializes in business taxation matters, from selling/purchasing a business, to how much tax your corporation will pay this year, or the estate taxes payable on death that will due by your successors/heirs. Whether you’re a fisherman, manufacturer, professional, or deal in real estate, we will not only protect the business that you have created, but we’ll also help it thrive in the competitive business world. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
Our tax specialists have been working in tax planning for over twenty years. We’re on the pulse of today’s latest tax changes, and have monitored their evolution and tax strategy to inform our own legal approaches—all to give you exceptional advice that will last for years to come. In almost every case, we work with the client’s existing accountant, lawyer and financial planner in order to achieve the best results.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
244 Lady Guinevere Street
Moncton, NB E1A 6N9
☎ CONTACT
info@aegistax.ca
(506) 962-2217
Areas of Practice
Corporate taxation
The world of corporate taxation is ever growing and evolving, and has perhaps become the most complex area of taxation. With the consistent introduction of complex concepts such as Specified Corporate Income, non-eligible RDTOH, and reform of the taxation of (otherwise tax-deferred) intercorporate dividends . That’s where we come in.
nb small business investor tax credit
In New Brunswick, we are very fortunate to have this Program which is one of the most generous small business investor tax mechanisms in all of Canada. If you are growing your business, hiring, planning on becoming an owner-occupier of real property, or buying any type of equipment, you owe it to yourself as a business owner to discuss the situation with our Tax Specialists.
estate and trust taxation
The area of taxation where business owners can plan to improve their situation the most is likely in the area of taxation on death. Generally speaking, business owners are deemed to dispose of all of their capital property on death at its full fair market value. Our Tax Specialists will work to reduce or eliminate tax on death, so you can focus more on operating or growing your business.
BUSINESS STRATEGY
The small to medium size business marketplace is a fierce frontier that requires professional advice from tax specialists, accountants and lawyers who are deeply entrenched in their particular areas of expertise. Our firm gives you an holistic approach, so your company can get the best competitive advantage.
compensation tax planning
In these uncertain times, personal income tax rates will almost certainly increase in order to finance the increasing public debt. From employee stock options, to maximizing tax pools, or guiding you through the most recent Tax On Split Income (TOSI) rules, our firm stays two steps ahead of the changing landscape so that you can better plan your affairs.
succession planning
At Aegis Tax Specialists, we understand that tax planning is not your only concern, and that in many cases other issues such as transition of control, avoiding conflict, and treating people fairly or in an equitable manner can be just as important (if not more) than the tax bill at the end of the year. From will planning, to shareholder agreements, reversionary share ownership structures, buy/sell provisions and other succession planning mechanisms - we are there to guide you in the right direction, along with your lawyers/accountants.
“It has long been a principle of tax law that taxpayers may order their affairs so as to minimize the amount of tax payable”