SERVICES TO INDIVIDUALS

Personal tax planning and wealth management:

De Civita Haubenreisser, Chartered Professional Accountants and Business Consultants assists in maximizing wealth through appropriate personal financial and tax planning. The current and future financial situation will be reviewed focusing on retirement planning, personal balance sheet, family budgets and education funding. This service can also be offered through a corporation’s employee benefit plan.

Through our wealth management services, De Civita Haubenreisser, Chartered Professional Accountants and Business Consultants will assist you in the restructuring of your personal and family financial affairs to maximize after-tax cash flow and reduce your debt load to a minimum. In addition, advice is provided on tax implications of provisions included in a will.

Mediation services:

De Civita Haubenreisser, Chartered Professional Accountants and Business Consultants meditation services are used in instances of individual divorces, shareholder disputes or break-up or settlements among heirs. This service can assist in resolving disputes between parties, eliminating the competition, confrontation and hostility with the objective of reaching a fair settlement to the parties involved.

These disputes can relate to disagreements on property claims, differences in shareholders’ strategic visions, family member’s disputes on who should take over the business, succession planning and inheritance.

The parties will come to a final agreement with our assistance to mediate the dispute and guide them towards a solution to meet all parties’ objectives.

Estate liquidator [executor]:

Our firm can be appointed as liquidator of your estate and distribute the assets of the deceased as expressed in the last will and testament.

De Civita Haubenreisser, Chartered Professional Accountants and Business Consultants will take inventory of the deceased’s assets, prepare a personal balance sheet at date of death, prepare the final personal income tax returns and the application to obtain a clearance certificate for the liquidators. In addition, we will provide the heirs with their tax costs of the inherited property. 

Negotiations:

Our negotiation services result in our clients obtaining the best possible deal and are normally used in the following circumstances:

Buying and selling of property;

Settling disputes of business or personal nature;

Negotiation with tax authorities;

Negotiate to settle a legal claim and/or;

Bank financing.