Free consultation
Business Succession & Real Estate Tax Planning
Protect your family business and properties—defer tax legally, avoid forced sales, and transfer ownership smoothly with rollovers, freezes, and family holdcos.
35+
years structuring successions in Quebec
1k+
family business & real estate transitions
50%+
potential estate tax exposure mitigated via planning*
2–4
weeks typical initial succession blueprint*
Our Core Succession & Real Estate Tax Services
Succession Planning for Businesses
Continuity plans that keep ownership in the family—share transfers, buy–sell frameworks, and governance to preserve control and minimize tax.
Corporate Reorganizations & Rollovers (84.1/85)
Tax-deferred transfers of shares, assets, and real estate into family corporations or trusts—fully compliant elections that prevent immediate gains.
Estate Freeze & Intergenerational Transfers
Lock today’s value, shift future growth to children or a trust—reduce tax at death and create a clear path for leadership and ownership.
Real Estate Holding Structures
Family holdcos and trusts for rental buildings, land, and development assets—optimize capital gains, creditor protection, and succession flexibility.
Family Holding Companies (Holdcos)
Consolidate shares, properties, and investments under one roof—simplify dividends, refinancing, and inheritance while improving control and funding options.
Personal & Estate Tax Optimization
RRSP/TFSA, insurance liquidity planning, probate reduction, and coordinated T1/T3 filings to protect beneficiaries and avoid forced dispositions.
The Mackisen Advantage
Integrated team of CPAs, auditors, and tax lawyers coordinating your plan
Proven playbooks for rollovers (84.1/85), freezes, and family trust strategies
Meticulous documentation and elections that withstand CRA/ARQ review
Real estate and operating-company expertise for practical, financeable structures
Clear roadmaps for heirs, executors, and lenders to reduce delays and disputes
Confidential, bilingual service with responsive timelines
* Illustrative based on historical planning outcomes; actual savings and timelines depend on facts and documentation readiness.
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
01
Do you offer bilingual service (EN/FR)?
02
How do your fees and packages work?
03
What industries do you specialize in?
04
Do you offer a free consultation?
Keep the Business. Keep the Buildings.
Book a free succession consultation—our CPA and tax-law team will design your rollover/freeze strategy, set up family entities, and protect your legacy.
Talk to an expert
Keep the Business. Keep the Buildings.
Book a free succession consultation—our CPA and tax-law team will design your rollover/freeze strategy, set up family entities, and protect your legacy.
Talk to an expert
Keep the Business. Keep the Buildings.
Book a free succession consultation—our CPA and tax-law team will design your rollover/freeze strategy, set up family entities, and protect your legacy.
Talk to an expert
Trusted by 5000+ customers
Trusted by 5000+ customers
4.7
From 100+ ratings
Caroline
Review on Google
I can confidently say that they deliver a level of service that goes beyond expectations. From the very beginning, I felt like I was in good hands.
Mary Michelle Reyes
Review on Google
I had my taxes done at Mackisen Consultation Inc., and I couldn’t be more satisfied. The technicians were not only highly skilled but also took the time to explain every detail.
Houman Gholipour
Review on Google
I do my taxes for me and also all members of our family with Mackisen since more than 25 years. They are very reliable and very patient and quick to support and react.
Joey D
Review on Google
I've been going to Mackisen for over 20 years to do my taxes and for other financial advice. I couldn't be happier with their service, making finance easy to understand.
Our Core Audit & Assurance Services
Financial Statement Audit (IFRS/ASPE)
The gold standard in financial reliability. We conduct independent audits that verify every figure in your financial statements, producing an auditor’s report with full assurance and credibility. Audited financials earn immediate trust from banks, investors, and regulators—enabling smoother financing, mergers, and growth.
Review Engagement (Mission d’examen)
When a full audit isn’t required, a review provides professional credibility at a lower cost. Through analysis and inquiry, we ensure your statements are plausible and accurate, giving lenders moderate assurance and improving borrowing potential.
Compilation (Notice to Reader / Mission de compilation)
Ideal for small businesses seeking clarity and organization. We compile your financial information into professional CPA statements that strengthen loan applications and internal decision-making—even without an audit opinion.
Special Purpose and Compliance Audits
For grants, government funding, or lender covenants, we perform targeted compliance audits. Our reports help you meet the requirements of regulators, boards, and funding agencies with confidence.
Internal Controls and Risk Advisory
Protect assets and reputation with a control audit that identifies weaknesses before they become problems. We review accounting systems, fraud prevention, and IT safeguards to enhance reliability and boost lender confidence.
IFRS/ASPE Conversion and Advisory
Transitioning from ASPE to IFRS or preparing for an IPO, merger, or acquisition? We manage the conversion—from policies to restatements—ensuring compliance and clarity for global investors and partners.
The Mackisen Advantage
Financial statements accepted by major banks and investors
Faster loan and financing approvals
Lower borrowing costs through verified transparency
Stronger confidence from investors and boards
Full compliance with IFRS, ASPE, and Quebec CPA standards
Comprehensive review of internal controls and fraud prevention
All our services
Load More