At Leavitt Group Private Wealth Management, tax planning is where strategy meets opportunity. We help individuals, families, and business owners use proactive, high-net-worth tax planning to grow, protect, and preserve more of what they’ve built. Taxes affect every decision—how you save, invest, and transition wealth.
Our goal is to transform those obligations into opportunities through structure, timing, and strategy.
Real dollars, real impact
Our clients see measurable results. Through detailed corporate tax planning, estate alignment, and capital gains tax planning strategies, we often uncover tens of thousands in annual savings that directly improve net worth. Many clients see the value in the very first year. By coordinating every piece—personal, business, and estate—we ensure your tax strategy is as efficient and forward-thinking as the rest of your financial plan.
Corporate tax planning
For business owners, every decision has tax implications. We build integrated corporate tax planning strategies that maximize after-tax income while keeping your business structure strong. From balancing salary and dividends to managing retained earnings and holding companies, we help ensure your business supports both your short-term goals and long-term vision. When it’s time to transition or sell, we structure plans that minimize capital gains and preserve value through strategic use of exemptions and timing. Our process turns complexity into opportunity—delivering strategies that protect wealth, enhance cash flow, and sustain growth for years to come.
Capital gains tax planning strategies
Capital gains can have a major impact on investment and business decisions, but with thoughtful planning, they can also become a powerful source of opportunity. We design capital gains tax planning strategies to reduce the tax impact of property sales, portfolio gains, and business transitions. This includes leveraging the Lifetime Capital Gains Exemption where applicable, timing sales to optimize tax brackets, and integrating corporate structures that defer or distribute gains efficiently. The result is greater control and more of your wealth staying where it belongs—with you and your family.
High-net-worth tax planning for families
Complex wealth requires specialized insight. Our high-net-worth tax planning services are designed to align personal, corporate, and estate strategies for affluent families and entrepreneurs. We coordinate directly with accountants and legal professionals to create tax-efficient estate structures, philanthropic plans, and wealth transfer strategies that protect assets and reduce exposure. This collaboration ensures every component of your financial plan—trusts, corporations, investments—works together seamlessly to preserve family wealth.
Always one step ahead
Tax laws evolve constantly, but smart tax planning evolves with them. We stay ahead of regulatory changes and identify new opportunities before they arise. For our clients in Southern Alberta, that means your plan always reflects the latest strategies in corporate tax planning, retirement income structuring, and legacy preservation.