Our Services

Trust and Estate Tax Planning in Calgary and Vancouver

Secure your legacy with expert trust and estate tax planning that minimizes tax burdens on your estate and ensures compliance with tax regulations.

Comprehensive Trust and Estate Tax Services

Maximize the legacy you leave behind with trust and estate tax planning guidance from MMT Chartered Professional Accountants. Our comprehensive services help Calgary and Vancouver business owners and individuals create inheritance tax plans that reduce the tax burden on estates.

We ensure that your tax plan complies with legislation while incorporating strategies to maximize the wealth you leave to your heirs. Whether you are transferring a business to the next generation or passing down your estate, we help you do so in the most tax-efficient way possible.

Trust Formulation

We assist with establishing trusts that protect your assets and minimize estate taxes.

Trust Fund Inheritance Tax Planning

Our team develops strategies to minimize taxes on inherited trust funds, ensuring maximum wealth transfer.

Estate Planning

We create comprehensive estate plans that address both your personal and business assets, ensuring they are passed on in the most tax-efficient manner.

Inheritance Tax Management

We help you manage and minimize inheritance taxes, ensuring your beneficiaries receive the maximum benefit.

Filing of Trust and Estate Returns

Our team ensures accurate and timely filing of trust and estate tax returns, ensuring compliance with all regulations.

Why Our Clients Choose MMT for Trust and Estate Tax Services

Expert Knowledge of Estate Tax Laws

Our clients trust us for our deep understanding of estate tax legislation in both Calgary and Vancouver. We ensure that every aspect of their estate is handled accurately and in full compliance with local laws.

Maximizing Legacy, Minimizing Taxes

Clients choose MMT because we help them reduce the tax burden on their estate, ensuring their wealth is passed on efficiently and legally, preserving their legacy for future generations.

Contact MMT CPAs

Request a consultation to explore how we can help your business thrive.

We’ll contact you within 24 hours to schedule your consultation and start the process of optimizing your financial future.