Corporate Tax Planning

JMH&CO. partners with their corporate clients to promote a common understanding of the goals and objectives of the business while we mutually plan for success. Our partners are able to concentrate on the future of their businesses, constantly provided with solid advice that outlines the different tax implications that certain investments or other transactions may have. JMH&CO. provides corporate clients with a significant array of planning and management services including:

• 'Freeze' Transactions
• Holding Companies
• Personal Trusts (i.e. discretionary family trusts)
• 'Dividend Sprinkling' Strategies
• Utilization of Capital Gains Exemption
• Appropriate Corporate Structures
• Tax Minimization or Deferral Strategies

Business Valuation

Business is constantly changing, requiring leaders to constantly make informed decisions. To react in a timely and informed fashion, you need to be prepared. The need for valuation services may arise relating to the purchase or sale of a business, admission or dismissal of a Partner or shareholder, matrimonial property issues, as well as tax and estate planning. In a business climate where 'best guesses' no longer hold up and values are being routinely challenged for all types of transactions, the risk is too great not to have JMH&CO. on your team. Our Chartered Business Valuators (CBV) use knowledge, experience and all other resources to ensure that the valuation information you receive is meaningful to your business and its specific circumstances.

The JMH&CO. Business Valuation practice can also assist in the quantification of financial claims and losses related to litigation, including insurance losses, personal injury claims, patent infringements, breach of contract cases, determination of income and other legal actions.

Mergers and Acquisitions

Are you experiencing a sale, merger or acquisition? JMH&CO. can guide you through the process and advise you on the best financial path forward. Our Advisors have experience in the appropriate structuring of M&A transactions, as well as in the execution of financial due diligence. Whether you require assistance in understanding the implications of a significant business transaction or need to assess the viability of a major purchase, JMH&CO. is by your side.

Succession Planning

Planning to retire or exit from your current business arrangement? Trying to plan for future leaders or determine who next will run your business? JMH&CO. has the answers. Our Succession Planning services assist clients in developing and implementing Internal and External Succession Plans, ensuring your company's future security. JMH&CO. advisors have a significant knowledge base of Exit Strategies, ensuring you achieve your personal lifestyle goals through customizing the appropriate fit that is unique to you and your business.