John R. Mott | Estates & Trusts

By: John Mott  09-12-2011
Keywords: Tax, Estate Planning, Tax Reporting

John R. Mott | Estates & Trusts

Estates and testamentary trusts

If you have suddenly become the executor of an estate, we can help guide you through the maize of tax reporting obligations. We can answer questions like:

  • what are the filing deadlines?
  • do I need to file an estate tax return?
  • where does this income get reported?
  • when can I safely make distributions?
  • is a clearance certificate necessary?
  • how much should I hold back to cover taxes?

We appreciate the special burden placed on an executor, especially in the context of a family estate. We can relieve you of a good part of that burden, by giving you the confidence that the tax aspects are being handled properly.

Family trusts

We are specialists in structuring trusts for a variety of tax and estate planning objectives, including:

  • income splitting;
  • multiplication of the small business capital gains exemption;
  • education savings;
  • Henson trusts.

We can also take care of the ongoing tax reporting requirements.

Keywords: Estate Planning, family Trusts, Tax, Tax Reporting

Contact John Mott

Email - none provided

Print this page

Other products and services from John Mott

09-12-2011

John R. Mott | Investment Funds

John Mott manages a specialist tax and accounting practice that delivers a highly personalized consulting and compliance service to small and medium-sized investment funds that choose to out-source some or all of their tax, accounting and reporting obligations. Mott’s practice is often able to complement the service offerings of the large third-party fund accounting and valuation providers.


09-12-2011

John R. Mott

We specialize in providing tax consulting and reporting services to small and medium-sized investment funds, including limited partnerships, labour funds, mutual fund trusts, mutual fund corporations and closed-end unit trusts. We advise on a wide range of matters pertaining to employment, including employment contracts, taxable benefits, stock options and other incentive compensation plans, relocations, and transfers to and from Canada.


09-12-2011

John R. Mott | Self Employed

Freelancer, independent contractor, consultant, sole proprietor or self-employed - whatever the label - it means one thing: you are out there on your own, without the umbilical cord of a steady pay cheque. One of the most rewarding aspects of our business is observing over time the creation and evolution of a new business. We are continually impressed and inspired by the creativity and resourcefulness of our clients.


09-12-2011

John R. Mott | International Tax

Special notice to accountants, tax advisors, managers and agents outside Canada: if you require Canadian tax services on behalf of your clients, we are pleased to work with you. If your tax affairs are now subject to a tax treaty between Canada and another country, then your requirements are probably a good match with our practice specialty.


09-12-2011

John R. Mott | Personal Tax

The process of annual tax return preparation provides us with the opportunity to recognize planning opportunities and to follow-up on the implementation of tax strategies. The tax rules undergo constant change, which tends to add increasing layers of complexity to the tax reporting and planning processes. Acquire investments through your advisor that you find increasingly difficult to understand.