Free consultation
Capital Gains, Estate Tax & Succession Planning
Save taxes, protect your assets, and secure your family’s future with proactive rollovers, estate freezes, trusts, and intergenerational transfer strategies.
35+
years reducing estate & capital gains tax
1k+
families and owners advised
50%+
potential tax exposure mitigated through planning*
2–4
weeks typical initial blueprint delivery*
Our Core Capital Gains, Estate & Succession Services
Capital Gains Tax Planning
Strategies for real estate, businesses, and investment disposals—optimize lifetime capital gains deduction (LCGD), apply deferrals, and minimize tax on exits.
Estate Freeze & Rollover Strategies (Sections 83/84)
Lock in today’s value and shift future growth to heirs—use rollover elections and freezes to defer tax and preserve wealth for the next generation.
Family Trusts & T3 Compliance
Design, implement, and administer family/testamentary trusts with accurate T3 filings—privacy, control over distributions, and long-term tax efficiency.
Succession & Family Business Transfers
Share reorganizations, buy-sell frameworks, and continuity plans that avoid forced sales and keep operations stable through transition.
Personal & Estate Tax Optimization
RRSP/TFSA coordination, insurance funding for liquidity at death, and probate-cost reduction to protect beneficiaries and minimize estate tax drag.
Real Estate Tax Structuring
Holdco/trust solutions, rollover planning, and capital-gains management for rental and investment properties—built to avoid surprises at sale or succession.
The Mackisen Advantage
Integrated team of CPAs, auditors, and tax lawyers under one roof
Proven playbooks for rollovers, freezes, and intergenerational transfers
Meticulous documentation that stands up to CRA/ARQ review
Clear roadmaps for executors and heirs—less stress, fewer delays
Confidential, bilingual service with responsive timelines
Coordination with legal and insurance advisors for end-to-end results
* Illustrative based on historical planning outcomes; actual savings and timelines vary by facts and documentation readiness.
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Do you offer bilingual service (EN/FR)?
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How do your fees and packages work?
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What industries do you specialize in?
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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?
Plan Early. Keep More.
Book a free estate & succession consultation—our CPAs and tax lawyers will design a rollover/freeze strategy, set up trusts, and protect your family’s wealth.
Talk to an expert
Plan Early. Keep More.
Book a free estate & succession consultation—our CPAs and tax lawyers will design a rollover/freeze strategy, set up trusts, and protect your family’s wealth.
Talk to an expert
Plan Early. Keep More.
Book a free estate & succession consultation—our CPAs and tax lawyers will design a rollover/freeze strategy, set up trusts, and protect your family’s wealth.
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
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