Succession and Estate PlanningEstate freezes, trusts, and post-mortem planning that move value to the next generation without an avoidable tax bill.ExploreOur services
Five ways we take the weight off
Every engagement starts the same way — with an honest look at where you are. What follows depends on whether the pressure is a transaction, a transition, or a deadline.
In short
Tranquility Tax Solutions advises privately held businesses, high-net-worth individuals, and families across Canada on five service areas: succession and estate planning, corporate reorganizations, family enterprise advisory, business income taxes, and personal income taxes. All five are delivered by Ray Loucks, CPA, CA, TEP, FEA, from British Columbia.
What we do
Choose the pressure you are under
- Succession and Estate PlanningEstate freezes, trusts, and post-mortem planning that move value to the next generation without an avoidable tax bill.Explore
Corporate ReorganizationsHolding company structures, section 85 rollovers, purification, and clean separations between shareholders.Explore
Family Enterprise AdvisoryGovernance, succession readiness, and tax structure for families who own a business together.Explore
Business Income TaxesCorporate compliance and planning — the small business deduction, remuneration mix, and getting cash out efficiently.Explore
Personal Income TaxesReturns and planning for owners, professionals, and families with income from more than one source.Explore
Within Succession & Estate Planning
Specific plans with a page of their own
Estate Freeze PlanningFix the value of your shares at today's number and let the growth, and the tax on it, pass to the next generation.Explore- Post-Mortem Tax PlanningFor executors and families holding private company shares after a death: the remedies for the double tax, and the deadlines that decide them.Explore
Not sure where to start
Find your situation
Most people arrive with a problem rather than the name of a service. Pick the sentence closest to yours.
- “I want to hand the business to my children”Succession & Estate Planning
- “My shares have grown and there is no plan for what happens on my death”Succession & Estate Planning
- “I want to lock in what my company is worth today, before it grows further”Estate Freeze
- “My father has died and he owned a company”Post-Mortem Planning
- “My partner and I want to separate the company”Corporate Reorganizations
- “There is too much cash sitting in the operating company”Corporate Reorganizations
- “My family cannot agree on how the business should be run”Family Enterprise Advisory
- “I am not sure whether to pay myself salary or dividends”Business Income Taxes
- “I am selling the business in the next few years”Corporate Reorganizations
- “My return has become complicated and I want it done properly”Personal Income Taxes