Trust & Estate Taxation
Compliance and planning for trusts and estates.
Proud Diamond Sponsor · STEP Calgary 2026–27
Trusted Tax Expertise for Families and Their Advisors
Working collaboratively with lawyers, wealth advisors, trustees and other professionals on complex tax, estate and succession matters.
40+
Years established (since 1984)
2026
STEP Awards Finalist
CPAs · TEPs
Designated specialists
2,000+
Clients served
Russell Bedford
Global network member
95%
Client retention
95%
Client satisfaction
Why partner with us
We work alongside trust and estate professionals — not around them.
We work as an extension of your practice — bringing specialist depth to complex trust, estate, and cross-border matters while you stay at the centre of the client relationship. When you refer to Shajani CPA, you refer with confidence.
We work alongside you, never around you. Your client stays your client — we're the specialist support that makes your advice land, and reflects well on the referral.
The technical horsepower of a large practice with partner-level attention on every file — not a junior associate and a ticket number.
Our team holds CPA, TEP, and specialist designations, so complex trust, estate, valuation, and reorganization questions are handled by people who do this every day.
We speak your language and hold to the same professional standards — so referring to us is a natural extension of the advice you already give.
What we do
Advisory built for complex financial lives.
Estate & Succession Planning
Tax-efficient transfer across generations.
Corporate Reorganizations
Structuring for growth and transition.
Complex Tax Planning
Sophisticated planning for complex affairs.
CRA Disputes & Tax Controversy
Representation in audits and disputes.
Family Enterprise Advisory
Guidance for family-owned enterprises.
Business Valuations
Defensible, well-supported valuations.
M&A Tax Planning, Assurance & Due Diligence
Tax, assurance, and due diligence for deals.
For a full list of services, please visit our main website.
Explore all services at shajani.caCredentials & recognition
A record trust professionals can stand behind.
- Finalist, STEP Private Client Awards 2026 — Boutique Firm of the Year (Non-Legal)
- Team of professionally designated CPAs, TEPs, and advisors
- Member, Russell Bedford International — a global network of independent professional services firms
- Top Advisory Services Provider in Canada, 2023 — Financial Services Review
- Established 1984 — four decades serving Alberta's business and private client community
A referral relationship that reflects well on you.
Have a client matter to talk through, or want to explore working together? Send us a message and our Private Client team will be in touch.