{"id":1355,"date":"2022-08-09T16:06:13","date_gmt":"2022-08-09T20:06:13","guid":{"rendered":"https:\/\/ppta.ca\/services\/planification-fiscale-successorale-philanthropique\/"},"modified":"2022-10-05T10:12:13","modified_gmt":"2022-10-05T14:12:13","slug":"tax-estate-philanthropic-planning","status":"publish","type":"page","link":"https:\/\/ppta.ca\/en\/services\/tax-estate-philanthropic-planning\/","title":{"rendered":"Tax, Estate & Philanthropic Planning"},"content":{"rendered":"

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Commit to a better future by maximizing your assets and those of your family while also having an impact in your community…An approach that will give meaning to your growth!<\/h4>\n

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PPTA is there for that!<\/h4>\n

[\/vc_column_text]Make an appointment now<\/a>[\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”solutions-financieres-durable-row padding-200″][vc_column][vc_column_text]<\/p>\n

Modern planning that creates value<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”solutions-financieres-durable-text”]The planning effort we offer is one of the most important initiatives you will undertake, because it will have a considerable and direct impact on your life and those of your loved ones. You can also have a positive impact on society today \u2014 and in the future.<\/p>\n

Thanks to our professional financial and legal advice, you\u2019ll gain the confidence and peace of mind that an exhaustive, carefully structured estate plan can provide.<\/strong>[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”planif-fiscal-notre-approche-row padding-150″ css=”.vc_custom_1660076739851{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-planif-fiscale-notre-approche.jpg?id=422) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”5\/12″][vc_column_text el_class=”notre-approche-title white-text”]<\/p>\n

Our Approach<\/h2>\n

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1<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”notre-approche-nombre-title”]Income Source Planning[\/vc_column_text][vc_column_text el_class=”notre-approche-text”]Your financial plan will let you fully thrive throughout your life, with dignity and no financial cares.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text el_class=”notre-approche-nombre”]<\/p>\n

2<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”notre-approche-nombre-title”]Tax Planning[\/vc_column_text][vc_column_text el_class=”notre-approche-text”]You can live in complete serenity, realizing your greatest personal, family and societal projects, thanks to efficient tax strategies.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text el_class=”notre-approche-nombre”]<\/p>\n

3<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”notre-approche-nombre-title”]Estate Planning[\/vc_column_text][vc_column_text el_class=”notre-approche-text”]The wealth you have built will be transferred to your beneficiaries as simply and efficiently as possible, according to your wishes.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text el_class=”notre-approche-nombre”]<\/p>\n

4<\/h2>\n

[\/vc_column_text][vc_column_text el_class=”notre-approche-nombre-title”]Philanthropic Plan and Social Engagement[\/vc_column_text][vc_column_text el_class=”notre-approche-text”]Be able to make a difference, according to your values and the things you cherish. We will give you the means to have a positive impact and influence on your community, by incorporating charitable actions into your financial strategies.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”redonnez-confiance-row planif-retraite-row padding-200″ css=”.vc_custom_1660141811586{background-color: #f8f8f8 !important;}”][vc_column][vc_row_inner equal_height=”yes” type=”full_width” text_align=”inherit” el_class=”redonnez-confiance-inner-row planif-retraite-inner-row”][vc_column_inner el_class=”vc_col-sm-push-5″ width=”7\/12″][vc_column_text]<\/p>\n

Giving to others…in complete confidence<\/h2>\n

[\/vc_column_text][vc_column_text]A philanthropic strategy<\/strong> is the next logical step after tax and estate planning. Many families have a strong desire to make a lasting contribution to causes that are important to them, but don’t know where to start.<\/p>\n

Our seasoned and attentive team is there to support your thoughts about your philanthropic commitment. You can create wealth for yourself and loved ones, but also contribute to charities that correspond to your values.<\/p>\n

We pride ourselves on giving you the means to contribute, as you wish. Small gestures and decisions today will make a great difference tomorrow.[\/vc_column_text]It starts here<\/a>[\/vc_column_inner][vc_column_inner el_class=”vc_col-sm-pull-7″ width=”5\/12″ css=”.vc_custom_1660936296954{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-planif-fiscale-redonnez-confiance-img-v2.jpg?id=806) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” css=”.vc_custom_1660153243266{background-color: #c9a44f !important;}” el_class=”planif-fiscale-quote-row”][vc_column][vc_row_inner equal_height=”yes” content_placement=”bottom” type=”full_width” text_align=”inherit” el_class=”planif-fiscale-quote-inner-row white-text”][vc_column_inner el_class=”padding-120″ width=”2\/3″][vc_column_text el_class=”planif-fiscale-quote-text”]\u201cWe wanted our life choices and investments to have a positive impact on our community.<\/p>\n

At our most recent planning meeting, Rock suggested several philanthropic channels that we had never thought of. He was able to make everything very clear and accessible. We were able to have fruitful family discussions and make the choices that felt right to us!\u201d[\/vc_column_text][vc_column_text el_class=”gestion-patromoine-quote-info”]Nicolas and Flavie<\/strong>
\nTogether for 15 years
\nThinking of acquiring a second home in Costa Rica[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/3″ css=”.vc_custom_1660153952970{background-image: url(https:\/\/ppta.ca\/wp-content\/uploads\/2022\/08\/ppta-planif-fiscale-quote-img.png?id=469) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row type=”in_grid” text_align=”inherit” el_class=”optimisation-fiscale-row padding-120″][vc_column][vc_row_inner equal_height=”yes” type=”full_width” text_align=”inherit” el_class=”optimisation-fiscale-inner-row”][vc_column_inner el_class=”vc_col-sm-push-5″ width=”7\/12″][vc_column_text]<\/p>\n

Tax and legal optimization for entrepreneurs<\/h2>\n

[\/vc_column_text][vc_column_text]Do you own a company? We understand that planning for tomorrow is becoming increasingly more complex. The most efficient ways to preserve your assets include reducing your current tax burden, limiting future income tax owed and optimizing the different benefits and credits you can receive.[\/vc_column_text][vc_column_text]Our tax planning exercise covers:<\/strong><\/p>\n