Tax Planning

Personal and Corporate Tax

We evaluate your needs and help you navigate the complexities of the Canadian income tax system.

Tax-Planned Reorganizations

We plan and implement tax-efficient structures that work for you.

Trusts

We advise on tax matters relating to trusts, and assist in creating tax-efficient trust structures including family trusts, spousal and joint partner trusts, and alter ego trusts.

Post-Mortem Tax

We assist you with planning in advance to mitigate tax consequences arising on death, and we assist families in navigating the tax rules after the death of a loved one.

Not-for-Profit and Charity Matters

We advise registered charities and not-for-profit entities on tax obligations relating to their charitable or non-profit status.

Support for Tax Filings

We work with your accountants to coordinate applicable tax filings.