Taxation

Our tax group has dedicated and narrowed in their practices to taxation matters to save you time and money. We are more than your advisor, we act as an advocate: driving your taxation issues to their final resolution and execution.

Core Taxation

  • Preparation of Federal and Provincial Corporate, Personal, Partnership, and Trust tax filings
  • Preparation of T3010 Registered Charity Information Return or T1044 Non-Profit Organization Information Return
  • Payroll planning and assistance
  • Goods and services tax (GST) compliance and planning
  • Canada Revenue Agency audit defences
  • Preparation of ruling requests
  • Resource taxation
  • US Federal & State personal income tax returns
  • US foreign reporting filing (FBAR)
  • Consultation on cross-border tax issues & employment abroad
  • US estate & gift tax planning and corresponding Canadian tax implications

Wealth Preservation and Estate Taxation

  • Estate and inheritance structuring to maximize tax savings and/or deferrals
  • Corporate reorganization planning to minimize taxation
  • Family and personal trust planning and administration
  • Retirement planning
  • Intergenerational transfers of property
  • Succession planning
  • Inheritance planning and protection
  • Will review and planning
  • Probation planning
  • Insurance consulting and planning

Tax Planning

  • Purchase and sale of a business
  • Shareholder issues
  • Matrimonial issues
  • Wind-ups, amalgamations, and reorganizations
  • Partnerships, joint ventures, and hybrid entities
  • Establishment of a business in Canada
  • Non-residents providing services in Canada
  • Investment in Canada including the purchase of real estate in Canada
  • International athletes and entertainers performing in Canada
  • Expanding your business outside of Canada
  • Canadian outbound investment
  • Tax planning to become a non-resident