We live in a complex world. While success may be measured differently, financial security is a critical factor in most definitions of success. Financial security provides choices; it provides freedom; and most importantly, it provides peace-of-mind. A well thought out tax plan, tailored to each individual’s personal needs and life goals, will minimize taxes and maximize financial security. Such a plan can enable the safe and tax-efficient passage of net worth from one generation to the next ensuring the fulfillment of hopes and dreams. It can assist the entrepreneur in optimizing their corporate structure to protect accumulated net worth and reduce taxes. It can add significant value to your business and personal affairs by providing elegant solutions to complex problems. Sound legal advice from an experienced tax professional will contribute tangibly to your financial security, and thus to your success.

Charles (Chip) Burgess has been practicing tax and trust law in Alberta since 1988. A former partner in the tax group of a major provincial law firm and a member of the Society of Trust and Estate Practitioners (STEP), Chip has in depth experience in all matters of owner-manager/small business tax planning, including estate freezes, succession planning, asset protection, the enhanced capital gains exemption, private company re-organizations and the purchase and sale of private company shares or assets. Chip brings a balanced, wholistic perspective to tax planning based on several years of practical experience to assist you in defining and achieving success.