Legally arrange your affairs to take full advantage of available deductions, exemptions, credits, and deferrals permitted under Canadian tax law.
Design and implement tax-efficient business structures and reorganizations.
Utilize estate freezes, family trusts, and wealth transfer strategies.
Provide strategic tax advice for mergers, acquisitions, and asset sales.
Optimize tax treaties, residency, and foreign tax credit strategies.
Implement rollovers under sections 85, 86, and 88 of the Income Tax Act.
Develop tax-efficient compensation for shareholders and executives.
Strategic planning for CCPCs, including reorganizations, dividend planning, and remuneration.
Customized tax strategies for professionals, executives, and individuals with significant assets.
Implementing family trusts, estate freezes, and succession plans to transfer wealth efficiently.
Structuring asset sales, share purchases, and other business combinations for optimal tax results.
Planning for international moves, foreign investments, and optimizing residency status.
Analyze your goals and tax position with a focus on risk and legal defensibility.
Design legally sound tax strategies tailored to your long-term objectives.
Work with accountants and advisors to ensure transactions are structured correctly.
Ensure planning is robust enough to withstand CRA review, audit, or litigation.
Proactively structure transactions to comply with the General Anti-Avoidance Rule.
Build every plan to be robust enough to withstand CRA review or audit.
Analyze risk and avoid aggressive positions that invite CRA challenges.
Work with accountants and advisors to ensure an integrated, compliant strategy.
Stay current with changes to the Income Tax Act and CRA administrative policy.
Ensure meticulous documentation to support the legal basis of your tax plan.
We go beyond basic compliance to analyze risk and ensure legal defensibility.
Confidential advice on tax strategies tailored to your unique needs and long-term goals.
We believe in proactive—not reactive—planning to achieve the best results.
We work with your professional team to ensure your plan is legally sound.