{"id":873,"date":"2022-07-26T11:10:38","date_gmt":"2022-07-26T18:10:38","guid":{"rendered":"http:\/\/cliu.ca\/?p=873"},"modified":"2023-11-06T16:29:10","modified_gmt":"2023-11-07T00:29:10","slug":"post2","status":"publish","type":"post","link":"https:\/\/cliu.ca\/en\/post2\/","title":{"rendered":"Case 2: Estate planning"},"content":{"rendered":"<p>Client B, a high \u2013wealth individual referred to us by an existing client, owns multiple businesses, properties, and investments. We facilitated the business transition to the next generation, reviewed the client\u2019s will, estimated tax obligations and implemented tax planning in collaboration with the client\u2019s lawyer.  Our services included:<\/p>\n<p>1. Business re-organization.<br \/>\n2. Will review and tax estimation.<br \/>\n3. Collaborative tax planning with the client\u2019s lawyer.<br \/>\n4. Estate planning.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u5ba2\u6237 B \u662f\u73b0\u6709\u5ba2\u4eba\u4ecb\u7ecd\u7684\u4e00\u540d\u9ad8\u51c0\u503c\u65b0\u5ba2\u6237\u3002 \u8be5\u5ba2\u4eba\u540d\u4e0b\u62e5\u6709\u516c\u53f8\uff0c\u623f\u4ea7\u53ca\u591a\u79cd\u6295\u8d44\uff0c\u73b0\u5728\u56e0\u4e3a\u5e74\u7eaa\u5927\u4e86\u51c6\u5907\u9000\u4f11, &hellip;<\/p>","protected":false},"author":3,"featured_media":870,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u6700\u8fd1\u6848\u4f8b - \u4e2a\u4eba\u516c\u53f8\u4f01\u4e1a\u91cd\u7ec4\u53ca\u9057\u4ea7\u89c4\u5212 - Carrie Liu &amp; Co. CPA Inc.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cliu.ca\/en\/post2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u6700\u8fd1\u6848\u4f8b - \u4e2a\u4eba\u516c\u53f8\u4f01\u4e1a\u91cd\u7ec4\u53ca\u9057\u4ea7\u89c4\u5212 - Carrie Liu &amp; Co. CPA Inc.\" \/>\n<meta property=\"og:description\" content=\"\u5ba2\u6237 B \u662f\u73b0\u6709\u5ba2\u4eba\u4ecb\u7ecd\u7684\u4e00\u540d\u9ad8\u51c0\u503c\u65b0\u5ba2\u6237\u3002 \u8be5\u5ba2\u4eba\u540d\u4e0b\u62e5\u6709\u516c\u53f8\uff0c\u623f\u4ea7\u53ca\u591a\u79cd\u6295\u8d44\uff0c\u73b0\u5728\u56e0\u4e3a\u5e74\u7eaa\u5927\u4e86\u51c6\u5907\u9000\u4f11, &hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cliu.ca\/en\/post2\/\" \/>\n<meta property=\"og:site_name\" content=\"Carrie Liu &amp; Co. 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