Lorena Boda CPA

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Estate Tax Planning in Mississauga That Protects What You Built

When your estate demands expert guidance, our team delivers clarity, strategy, and long-term financial protection.

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Who We Help Plan Their Estate

We work with a broad range of clients navigating estate planning for business owners, families, and incorporated professionals across Mississauga.

Business Owners

You have spent years building a business worth protecting. We develop estate plans that preserve your accumulated value, minimize tax exposure, and ensure seamless transition of ownership when the time comes.

Incorporated Professionals

Filing an estate income tax return accurately is critical for incorporated professionals. We handle every compliance requirement while structuring your estate to protect the wealth built through years of dedicated practice.

High Net Worth Families

High Net Worth Families

Families with significant assets need more than a basic plan. Our wealth transfer planning strategies are built to move assets across generations efficiently while keeping tax consequences firmly under control at every step.

Multi-Entity Holders

Multi-Entity Holders

Owners managing multiple corporations face layered estate complexity. Our small business estate planning approach untangles multi-entity structures and aligns every holding with a clear, tax-efficient succession strategy.

What Your Estate Plan Covers

From succession strategy to post-mortem filings, we offer a full range of services that address every critical dimension of your estate plan.

Succession Planning

Our estate tax planning process begins with a clear succession roadmap that protects business continuity and ensures ownership transitions smoothly to the right hands without unnecessary delay or tax cost.

Asset Transfer Strategy

We structure asset transfers to minimize friction and maximize value for every beneficiary involved. Each plan is built around your specific asset composition and long-term family or business objectives.

Tax Return Filing

Accurate estate income tax return preparation is non-negotiable. We manage all required filings with precision, ensuring full CRA compliance while identifying every available deduction and credit your estate is entitled to.

Freeze Arrangements

An estate freeze locks in current asset values and redirects future growth to the next generation. Our wealth transfer planning approach ensures freezes are executed correctly, protecting shareholder value at every stage.

Business Continuity

We build estate plans that keep your business operational through ownership transitions. Every decision is made with an eye on preserving the going concern value your years of hard work have created.

Post-Mortem Planning

Effective post-mortem planning prevents unnecessary tax leakage after death. We apply every available strategy under the Income Tax Act to reduce the final tax burden on your estate and its beneficiaries.

Why Clients Choose Us

Our credentials, published expertise, and commitment to personalized service set us apart from every other accounting firm serving Mississauga clients.

Rare Technical Depth

Lorena holds a Master of Taxation and dual CPA designations in Canada and the United States, delivering an exceptional level of technical depth to every estate engagement we undertake on behalf of our clients.

Published Tax Authority

Our team has contributed to the Canadian Tax Foundation’s authoritative publications on estate planning for business owners, giving our clients access to guidance grounded in nationally recognized and peer-reviewed expertise.

National Firm Precision

Years of estate tax planning experience at national accounting firms means every client receives big-firm rigor, technical accuracy, and structured thinking regardless of the size or complexity of their estate.

Truly Personal Approach

No two estates are identical. We invest the time to understand your full picture before recommending anything, ensuring every strategy we propose is genuinely aligned with your goals, your family, and your legacy.

Start Your Estate Tax Planning Journey with Us Today

Your estate deserves more than a generic plan. Partner with Lorena Boda CPA for estate tax planning that is precise, personal, and built to protect everything you have worked to create. Contact us today.

Frequently Asked Questions

A basic will rarely addresses the full complexity of a business owner’s estate. We assess your corporate structure, ownership arrangements, and long-term goals to determine the level of planning your situation genuinely requires.
The right time is always sooner than most people expect. We recommend beginning the planning process well before any anticipated ownership transition, health change, or significant business event to ensure every decision is deliberate.
We identify and implement strategies that move assets to beneficiaries in a tax-efficient manner. This includes freezes, rollovers, and timing decisions that collectively reduce the total tax burden your estate would otherwise face.
Absolutely. Estate plans should evolve alongside your circumstances. We review and update your plan whenever significant changes occur in your business structure, family composition, asset holdings, or applicable tax legislation.
Our engagements begin with a minimum one-hour consultation fee. From there, fees are based on the complexity and scope of your situation. We provide a clear outline of expected costs before any work begins.
While there are no inheritance tax rules in Canada, the deceased individual’s estate is, generally, responsible for paying the taxes. We plan proactively to minimize the tax impact while ensuring all transfers are fully compliant with CRA requirements.
Yes, legal counsel is typically required for document preparation such as wills and trusts. We work closely alongside your lawyer to ensure the tax and legal dimensions of your estate plan are fully coordinated and aligned.
The core principles are the same but the strategies differ in scale and complexity. We tailor every engagement to your specific size, structure, and ownership situation to ensure the plan fits your business precisely.
Without a plan, your estate may face significant tax exposure, ownership disputes, and operational disruption. The absence of proper planning can erode substantial business value that a well-structured estate plan would have fully protected.
The executor of the estate is legally responsible for filing. We support executors through every step of the process, handling all required documentation, CRA correspondence, and compliance obligations to ensure nothing is missed or delayed.