Estate Tax & Succession Planning

Meet Sami Majdalani

"You can't 'will' your way out of tax. And you can't rely on hope for liquidity when ownership changes. I work with Ontario incorporated business owners, professionals, and second-generation families to build transfer plans that are structured, coordinated, and fundable."

- Sami Majdalani, Eagle Wealth Partners

How I Work

Most advice starts with products. I start with exposure.

What is the projected tax at transfer?

How does your corporate structure change the outcome?

Where does liquidity come from, and who controls it?

What happens if a shareholder dies, becomes disabled, or exits unexpectedly?

What Clients Rely on Me For

A proven methodology designed to bring clarity, structure, and confidence to your transition planning.

Turning 'we should deal with this' into a quantified plan with timelines and next steps
Aligning succession, tax, and corporate structure (HoldCo/OpCo, shares, ownership, control)
Using corporate-owned insurance strategically to create tax-efficient liquidity
Coordinating with tax-focused CPAs and corporate lawyers so execution is clean
Running disciplined annual reviews so the plan stays current

Who I Work Best With

Philosophy

Wealth transfer should not be chaotic.

Tax exposure should not be a surprise.

Liquidity should not be an afterthought.

The objective is simple:

Keep wealth in the family.
Reduce avoidable tax.
Ensure ownership transfers with clarity and control.

Information on this website is for general educational purposes and is not legal or tax advice. Planning recommendations are implemented in coordination with qualified legal and tax professionals.

Book a Complimentary Discovery Call with Sami

If you are an Ontario incorporated business owner and want clarity on estate tax exposure, succession strategy, and liquidity planning, this is the right place to start.