Review & Assurance
Corporate Tax Services
Compilation, Accouting & Bookkeeping
Outsourced CFO & Controller Services
Corporate Secretarial Services
Cloud Accounting & Software Solutions
Financial Planning
At Vault CPA, we provide estate and wealth transition planning that helps individuals, families, and business owners protect their assets, minimize taxes, and transfer wealth efficiently. From legacy and estate structuring to business succession and wealth preservation, we ensure every transition is strategic, compliant, and aligned with your long-term goals.
At Vault CPA, we provide estate and wealth transition planning that helps individuals, families, and business owners protect their assets, minimize taxes, and transfer wealth efficiently. From legacy and estate structuring to business succession and wealth preservation, we ensure every transition is strategic, compliant, and aligned with your long-term goals.
Estate and wealth transition planning ensures your assets are transferred efficiently and according to your wishes. It minimizes tax exposure, protects beneficiaries, and creates a structured path for long-term financial continuity and legacy preservation.
It’s best to begin planning your estate as early as possible to account for changes in wealth, family, or business structure. Early preparation provides flexibility, improves tax efficiency, and ensures a smooth transfer when the time comes.
Business succession planning coordinates ownership transfers, tax considerations, and management continuity. It ensures your business remains stable, protects employees, and aligns ownership changes with your overall estate objectives.
Taxation affects how much wealth can be preserved and distributed to beneficiaries. Strategic planning helps reduce taxes on capital gains, inheritances, and trusts while maintaining compliance with CRA regulations and estate law.
