Tax & Estates
With over 80 years of collective experience, our tax lawyers regularly deal with all issues affecting owner managed businesses, from start-up to public offering or sale, from income splitting with family members to introduction of new business partners, and from personal wealth and estate planning to charitable giving. They have particular expertise in cross border tax and estate planning, business succession planning, buying, selling and reorganizing businesses, and resolving disputes with federal and provincial tax authorities. They are known for their effective, creative and sophisticated solutions to family and business tax issues. They are the advisors of choice to other professionals by virtue of their extensive teaching and publishing activities.
Sub-practise areas:
Tax Dispute Resolution
When the tax department disagrees with you, our team of tax and litigation lawyers will work together to resolve the dispute. From the initial audit letter, to meetings with tax auditors, to preparing and filing notices of objections, to negotiating settlements, and ultimately going to court, our team can guide you.
Charitable Giving
We can help charitable organizations create internal controls to ensure compliance. We can help answer questions from the tax department. We can help develop policies on receipting, spending and ancillary activities.
We can help donors create and implement charitable giving strategies as part of an estate plan. If all else fails, we can help you in court.
Domestic and International Tax Planning
Our team of tax practitioners can provide advice on issues such as proper structuring of your business affairs, owner manager remuneration, and tax effective commercial agreement for both Domestic and International businesses.
Estate Planning, Will Preparation, and Estates Administration
Death like tax is a certainty. When that time comes you want to leave your affairs in order and provide for the distribution of your estate as you intended. If you are incapacitated, you want to be sure that whoever looks after your affairs is making the decisions that you would make.
Our team of tax, trust and estate practitioners can develop an estate plan with you, prepare Wills and Powers of Attorney, monitor your plan to ensure it meets your changing needs, and provide estate administration support after your death.
Business Succession Planning
Statistics show that more business owners are now trying to realize the maximum value of their businesses than ever before. But many business owners have focused on building the business for so long, that they now find it difficult to find the best exit strategy.
Our team of experienced tax, estate, trust and corporate lawyers has helped many business owners realize their dreams. We know how to preserve and protect value. We know how to bring in new investors and owners. We know how to prepare a business for sale. We know how to work with your other professional advisers to produce the best result for you.
|
| 
