Smythe Ratcliffe - Vancouver Chartered Accountants

By: Smythe Ratcliffe  09-12-2011
Keywords: Tax, Tax Services, Financial Statements

Estates and Trusts

We all know that property accumulated during one's lifetime will eventually be transferred at some point in their life, or after their death. Estates and trusts are two of the ways by which individuals can transfer their wealth. Here at Smythe Ratcliffe we understand there is a growing need for this type of specialized expertise and are able to provide accurate, timely information and services.

Estates and trusts have specific requirements and involve applying different concepts than other areas of accounting. We have a great deal of experience with private and family business enterprise, and pride ourselves on providing a complete range of tax services for estates and trusts.

Our Services

Our team of estates and trusts professionals has over 30 years of experience addressing the individual needs of our clients and providing the specific services they need with regards to estate and trust planning. Our areas of expertise include:

  • Minimizing estate taxes using an estate freeze
  • Minimizing probate taxes using alter-ego trusts, joint spousal or common-law partner trusts, or other planning techniques
  • Mitigating double taxation exposure using post mortem planning
  • Assisting executors/executrix or trustees in the administration of estates and trusts
  • Preparing financial statements for estates and trusts
  • Preparing date of death returns and other optional returns
  • Preparing trust income tax and information returns for inter-vivos trusts or testamentary trusts
  • Advising on charitable giving including the use of private foundations

We are here to help you with all your estates and trusts questions and inquiries. Our knowledge and experience will make us an asset for all your tax and accounting needs.

Keywords: Financial Statements, income tax, Preparing Financial Statements, Tax, Tax Services

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Services - Smythe Ratcliffe - Vancouver Chartered Accountants

At Smythe Ratcliffe, every account and every client receives individual attention. We provide clear and timely solutions for all your accounting needs. Our accountants are passionate about their client work.


Tax Planning - Smythe Ratcliffe

Smythe Ratcliffe is a member of PKF North America and PKF International Limited network which connects us to more than 245 member firms in 125 countries worldwide. We work closely with our PKF affiliates in the United States for US income tax planning and tax return preparation. Assistance with investment tax credit claims for Scientific Research & Experimental Development expenditures.


Accounting and Assurance - Smythe Ratcliffe

We provide accounting and assurance services to owner-managed businesses and public companies trading in Canada and the United States, as well as public sector and not-for-profit organizations. Our involvement working with the Canadian Institute of Chartered Accountants and our association with PKF International keeps us current with worldwide accounting and assurance standards.


ASPE & IFRS - Accounting & Assurance - Smythe Ratcliffe

In addition, ASPE has consolidated all the financial instruments requirements into a single standard, allowed the use of regulatory funding valuation for defined benefits plans, and lets companies choose to capitalize or expense development expenditures.


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Through our affiliation, we are connected to over 230 member firms in 120 countries in every major market including Canada, the United States, the U.K., Hong Kong and Australia. Our affiliation also means that Smythe Ratcliffe accountants are connected daily to the most leading-edge practices and training available in our field. It could also mean an opportunity to participate in an exchange at firm outside of Canada.