Baljit S. Mahal CPA | BComm.

Estates & Trust Tax Specialist

PRACTICE AREAS

  • Corporate Tax & Corporate Tax Planning

  • Personal Tax & Personal Tax Planning

  • Estate Tax & Estate Tax Planning

With over 35 years of experience, Baljit advises individuals, families, and privately held businesses on personal, estate, and corporate tax compliance and planning. He is particularly recognized for his experience in establishing and structuring family trusts and is a go to advisor for clients looking to incorporate family trusts into their tax, succession, and estate planning.

Baljit also advises corporations and business owners on succession planning, corporate tax matters, and strategies designed to support the efficient transfer and preservation of family and business wealth.

EDUCATION

  • Bachelor of Commerce (BComm.)

  • CPA In-depth Tax Program (Module 1)

PROFESSIONAL MEMBERSHIPS

  • CPA, Chartered Professional Accountants of Alberta

  • Canadian Tax Foundation