With over 21 years of experience in Trusts and Estates, we can help you navigate CRA compliance issues. As an Executor of an estate, there is a responsibility to file the necessary returns for a deceased loved one, and YSI's Executor's Flowchart will assist you with completing these duties. Personal Trusts are used as great ways for income splitting and estate planning.
Let us help you to take full advantage of all the tax breaks and incentives currently available to you. We understand that each individual has a unique tax situation and therefore we are constantly updating our knowledge on the ever changing tax laws. At YSI, we not only prepare your personal tax returns but can also assist with the representation for CRA audits of personal tax.
Let us help you to take full advantage of all the tax breaks and incentives currently available to you. We understand that each individual has a unique tax situation and therefore we are constantly updating our knowledge on the ever changing tax laws. At YSI, we not only prepare your personal tax returns but can also assist with the representation for CRA audits of personal tax.
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Yvonne was born in Ontario, raised in Northern Alberta and moved to the lower Mainland in 1986. She raised 3 children while attending night school to obtain her accounting designation. Yvonne has been working in the public accounting sector since 2000 specializing in corporate tax and trust & Estates tax compliance.
This checklist can be used to refresh your memory when gathering the tax information for your personal tax return. Reviewing this checklist will help to ensure that you have included all necessary information and will assist us in preparing your tax return in the most efficient manner possible. Please let us know as soon as possible if your personal circumstances change i.e.
Operating companies are as individual as the shareholders who own them. Let us assist you with recognizing how to earn higher profits, reduce expenses, minimize taxes and prepare an exit strategy for shareholders getting ready for retirement. Holding companies own investments such as rental properties or investment portfolios.
A testamentary trust can be created by way of an individual's will or when the assets of an estate are not immediately distributed to the beneficiaries. In a lot of situations it takes time to liquidate the assets of an estate and as a result, the estate earns income prior to this distribution.
At YSI we can assist you, the executor, with the preparation of the various estate returns to report the income of the estate, and to apply for a clearance certificate to relieve the executor of their legal responsibilities.
At YSI we can assist you, the executor, with the preparation of the various estate returns to report the income of the estate, and to apply for a clearance certificate to relieve the executor of their legal responsibilities.
An Intervivos trust can be used as part of a long term plan for your business and personal investment strategy. They can be used as an estate planning mechanism to split income and to credit proof assets for beneficiaries. At YSI, we can assist you with setting up an Intervivos trust and help manage compliance issues related to Intervivos trusts.
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