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Succession & Estate Compliance Services

Ensuring your personal and business holdings are protected should something happen to you can be difficult or uncomfortable to talk about. At Empire CPA, we treat every situation delicately and with the utmost care and professionalism. We have years of experience in helping clients take the appropriate steps to make sure their assets are transitioned smoothly to the next generation providing peace of mind for the family when they are no longer here.  

We realize that protecting the legacy you’ve spent years building is very important. Our team of experienced succession and estate compliance experts ensures every detail in your succession and estate plan is clearly defined in order to mitigate any unexpected or significant expenses for your loved ones. Being prepared and having Empire CPA by your side ensures you can rest easy and that your business and family will be taken care of. 

We provide the following succession and estate compliance services:   
  • Preparation and filing of all required tax returns before and after death
  • Preparation of trust financial statements, if needed
  • Assistance with obtaining clearance certificate(s) from the CRA
  • Tax and financial advising for the executor(s)
  • Assisting with administration matters pertaining to the estate
  • Acting as administrators or executors, if required 

If you’d like to find out more about the succession and estate compliance services we provide – and whether they might benefit you and your organization, please get in touch with us. 

Connect with one of our practice area experts

Connect with one of our practice area experts

Succession & Estate Compliance