Personal Tax Planning for Canadians

Regardless of how complex your financial situation might be, our team of Canadian tax lawyers and Chartered Professional Accountants takes pride in making personal tax planning seem simple. We take the time to listen and strategically analyze your complete financial picture to deliver tax planning that fits your life today and tomorrow. Our team will work with you to help you understand the solutions available to you and chart the best path forward.

Income Tax Planning

Income tax used to be a simple area of tax planning that required simple solutions. As the complexity has increased, so too has the need for a deeper level of knowledge. Our team works with clients and their accountants directly to develop income tax plans that provide solutions and simplify the complexity. Income tax planning includes:

Income splitting (TOSI)
Cross-border income
Tax return preparation

Succession Planning

You’re proud of what you’ve built, but a point comes in every entrepreneur’s life when it’s time to start planning for what the business looks like without you and what your life will look like after the business. Effective succession planning protects your legacy and ensures the business can continue on successfully as you move on to the next phase of your life. Our team of Canadian lawyers and Chartered Professional Accountants provide peace of mind with comprehensive succession planning and tax strategies tailored to your situation.

Tax Planning for Real Estate

Buying or selling real estate is often one of the biggest transactions an individual will make. The tax implications of a real estate transaction are too big not to optimize. Our team works with you to ensure no stone is unturned with a tax solution that fits your needs, whether selecting new real estate, developing land, building from scratch, or disposing of an asset. Tax planning for real estate includes:

Disposition/acquisition planning
Ownership of principal residence planning
Acquisition of rental properties
Acquisition of second residence/cottage properties

Tax Planning for Retirement

For those planning retirement or recently retired, a tax strategy that optimizes your tax situation is essential for ensuring your retirement income goes further and allows you to live comfortably for the length of your retirement. Our team works with you to gain a complete understanding of your current situation and provide solutions tailored to you.

Estate Planning

Preserving your wealth and ensuring things are handled when you’re gone is an important part of your legacy. Our team of Canadian tax lawyers and Chartered Professional Accountants provide peace of mind with comprehensive tax strategies for estate and trust planning, business succession planning, and estate administration.

Tax Dispute Resolution

Having our team of Canadian tax lawyers and Chartered Professional Accountants on your side provides confidence when navigating tax disputes and litigation. Our team guides you through the process to help you reach a solution that supports your overall financial goals. Tax dispute resolution includes:

Canada Revenue Agency disputes
Tax Court of Canada and all levels of court appeals

Tax Planning for Divorce

Divorce can be a stressful situation for all parties involved. The tax implications are usually the last thing on your mind, but the first thing on ours. We consider all aspects of your unique situation and help you navigate asset division, spousal/child support, legal fees, and other considerations of divorce in the most tax efficient manner possible. Divorce navigation includes: