TAXATION

At CDS Capital, taxation services are offered through our partnership with

the firm Clément Del Vecchio.

TAX SERVICES INCLUDE:

TAX
PLANNING

Development of strategies to legally minimize income taxes, capital gains taxes, estate taxes, and other tax obligations by using deductions, tax credits, and efficient tax structures.

INCOME TAX RETURN PREPARATION

Assistance in the preparation and filing of income tax returns for individuals, corporations, partnerships, trusts, etc., ensuring they are accurate and compliant with current tax laws.

TAX
COMPLIANCE

Ensuring that clients comply with all tax obligations, including maintaining accurate records, timely filing of tax returns, and payment of taxes owed.

REPRESENTATION BEFORE TAX AUTHORITIE

Act as the client's representative in communications with tax authorities, including in cases of audit, review, or tax litigation.

ANALYSIS OF THE TAX IMPLICATIONS OF TRANSACTIONS

Evaluation of the potential tax consequences of financial transactions, mergers and acquisitions, business restructurings, etc., to optimize the transaction structure.

RETIREMENT
PLANNING

Development of tax strategies for the accumulation and distribution of retirement income, including the effective use of retirement accounts, pension plans, and other savings vehicles.

TAX STRUCTURE ANALYSIS

Evaluation of the client's current tax structure, including legal entities, organizational strategies, and investments, to identify opportunities for tax optimization.

ESTATE
PLANNING

Assist clients in developing strategies to minimize estate taxes and inheritance taxes when transferring their wealth to the next generation, using vehicles such as trusts, charitable donations, etc.

TAX EDUCATION AND ADVICE

Provide advice and training on tax matters to individuals, families, and businesses to help them understand the tax implications of their financial decisions.