A Spectrum Of Services

WE ARE A BOUTIQUE LAW FIRM OFFERING A FULL RANGE OF TAX AND ESTATE PLANNING SERVICES INCLUDING PERSONAL TAX PLANNING, CORPORATE REORGANIZATIONS, TRUSTS, WILLS & ESTATE ADMINISTRATION, INSURANCE SOLUTIONS, AND TAX DISPUTE RESOLUTION. WE ARE 100% DEDICATED TO HELPING OUR CLIENTS PRESERVE THE FAMILY WEALTH THAT THEY HAVE CREATED.

A Spectrum Of Services

WE ARE A BOUTIQUE LAW FIRM OFFERING A FULL RANGE OF TAX AND ESTATE PLANNING SERVICES INCLUDING PERSONAL TAX PLANNING, CORPORATE REORGANIZATIONS, TRUSTS, WILLS & ESTATE ADMINISTRATION, INSURANCE SOLUTIONS, AND TAX DISPUTE RESOLUTION. WE ARE 100% DEDICATED TO HELPING OUR CLIENTS PRESERVE THE FAMILY WEALTH THAT THEY HAVE CREATED.

01

Tax
Planning

Start With A Plan

In our view, tax is at the core of estate and succession planning. Our tax planning specialists are dedicated to understanding the complexities of our tax law and to implementing tax minimization solutions for private business owners and other high income earners. Personal estate planning and business succession planning are important considerations involving many complex issues crossing several areas of law. We have specialized knowledge in the areas of corporate law, tax law, trust law, Wills, and estate administration. We have the knowledge and tools necessary to not only plan for our clients, but to execute the planning as well.

02

Wills & Estate Administration

We Are Specialists

One of the most important estate planning tools is the Will. Our Wills specialists understand the importance of this document and are able to work with our tax specialists to ensure seamless integration with the estate planning. We apply our broad knowledge base in tax and understanding of complex corporate and trust structures to help executors and trustees navigate through the legal issues. We can provide peace of mind to executors and trustees.

Estate Administration

There is no simple estate. Most executors will face a series of unique complexities and legal challenges. Without the proper support, executors are at risk of making mistakes and being exposed to personal liability. We work with executors in carrying out their roles and responsibilities. Our tax background in particularly useful in advising executors on the tax issues that arise on death. We have the knowledge and skill to plan for and execute tax minimization strategies to maximize the wealth transferred to the beneficiaries.

03

Insurance Solutions

Effective Strategies

We understand that insurance can be used as an effective planning tool for private businesses. Our insurance and tax specialists work together to implement tax effective strategies that are used to build wealth, lower taxes payable on death, provide liquidity for taxes payable on death, equalize beneficiaries of an estate, and to provide funding for buy/sell or similar obligations under a Shareholders’ Agreement.

04

Tax Dispute
Resolution

We Have The Experience

We understand that tax issues with Canada Revenue Agency involve both legal and non-legal considerations. Whether you are an individual, business, or an accountant acting on their behalf – if you disagree with a Notice of Reassessment, have unreported income or unfiled tax returns, or are being audited, dealing with these tax problems should include the use of experienced tax specialists who understand how to get you the best results.

Voluntary Disclosure Program

The Voluntary Disclosure Program was implemented by CRA to give taxpayers a “second chance” and allow them to bring their unreported income, unremitted GST/HST, offshore assets, or other tax issues onside of the law if CRA has not yet discovered it. Our tax specialists ensure that the correct procedures are followed, and that your voluntary disclosure is not denied on unfair grounds.

Tax Audit

If you have been selected for audit or issued a Notice of Reassessment by CRA, we will work with you and your accountant or bookkeeper to obtain the best result. Our tax specialists ensure that your rights are respected by CRA, that you do not pay more tax than is required by law, and that penalties (such as gross negligence penalties) are not inappropriately assessed against you.

Taxpayer Relief Applications

When issues that are out of your control make it impossible to comply with tax requirements, CRA can grant relief through the Taxpayer Relief Provisions of the Income Tax Act. The potential taxpayer relief includes the waiver or cancellation of penalties and interest, an extension of the filing deadline for making certain elections, authorizing a refund despite a return being filed outside the typical limitations period, or authorizing a reassessment despite the adjustment being filed outside the typical limitations period. Our tax specialists can help you prepare and submit an application to CRA that maximizes your chances of being granted taxpayer relief.

CRA Collections

Interest on a tax debt owing to CRA is often a small concern compared to the collection actions that CRA may attempt to take. CRA can and will freeze your bank accounts, garnish your income from suppliers or employers, and place a lien on your home. Our tax lawyers can help you create a plan to deal with your taxes owing and negotiate with CRA on your behalf to prevent collection actions from taking place.

Notice of Objection

If you have been assessed by the CRA and disagree with the amount of taxes and penalties owing, we can help by filing a Notice of Objection. There are deadlines for filing a Notice of Objection so it’s important not to delay. We will work with the CRA on your behalf to get the right the result.

05

Corporate Services & Transactions

Specialists in Corporate and Commercial Law

Our team has extensive experience advising domestic and international clients in a wide range of corporate and transactional matters, including mergers and acquisitions, banking and finance, private equity, and corporate reorganizations and restructurings. We work closely with our tax colleagues to provide seamless, holistic and practical advice throughout the life cycle of the transaction. Our team includes lawyers designated by the Law Society of Upper Canada as specialists in Corporate and Commercial law, and designated by the Chartered Professional Accountants of Canada as specialists in Corporate Finance.

01

Tax Planning

Start With A Plan

In our view, tax is at the core of estate and succession planning. Our tax planning specialists are dedicated to understanding the complexities of our tax law and to implementing tax minimization solutions for private business owners and other high income earners. Personal estate planning and business succession planning are important considerations involving many complex issues crossing several areas of law. We have specialized knowledge in the areas of corporate law, tax law, trust law, Wills, and estate administration. We have the knowledge and tools necessary to not only plan for our clients, but to execute the planning as well.

02

Wills & Estates

We Are Specialists

One of the most important estate planning tools is the Will. Our Wills specialists understand the importance of this document and are able to work with our tax specialists to ensure seamless integration with the estate planning. We apply our broad knowledge base in tax and understanding of complex corporate and trust structures to help executors and trustees navigate through the legal issues. We can provide peace of mind to executors and trustees.

Estate Administration

There is no simple estate. Most executors will face a series of unique complexities and legal challenges. Without the proper support, executors are at risk of making mistakes and being exposed to personal liability. We work with executors in carrying out their roles and responsibilities. Our tax background in particularly useful in advising executors on the tax issues that arise on death. We have the knowledge and skill to plan for and execute tax minimization strategies to maximize the wealth transferred to the beneficiaries.

03

Insurance Solutions

Effective Strategies

We understand that insurance can be used as an effective planning tool for private businesses. Our insurance and tax specialists work together to implement tax effective strategies that are used to build wealth, lower taxes payable on death, provide liquidity for taxes payable on death, equalize beneficiaries of an estate, and to provide funding for buy/sell or similar obligations under a Shareholders’ Agreement.

04

Tax Dispute
Resolution

We Have The Experience

We understand that tax issues with Canada Revenue Agency involve both legal and non-legal considerations. Whether you are an individual, business, or an accountant acting on their behalf – if you disagree with a Notice of Reassessment, have unreported income or unfiled tax returns, or are being audited, dealing with these tax problems should include the use of experienced tax specialists who understand how to get you the best results.

Voluntary Disclosure Program

If you have been selected for audit or issued a Notice of Reassessment by CRA, we will work with you and your accountant or bookkeeper to obtain the best result. Our tax specialists ensure that your rights are respected by CRA, that you do not pay more tax than is required by law, and that penalties (such as gross negligence penalties) are not inappropriately assessed against you.

Tax Audit

The Voluntary Disclosure Program was implemented by CRA to give taxpayers a “second chance” and allow them to bring their unreported income, unremitted GST/HST, offshore assets, or other tax issues onside of the law if CRA has not yet discovered it. Our tax specialists ensure that the correct procedures are followed, and that your voluntary disclosure is not denied on unfair grounds.

Taxpayer Relief Applications

When issues that are out of your control make it impossible to comply with tax requirements, CRA can grant relief through the Taxpayer Relief Provisions of the Income Tax Act. The potential taxpayer relief includes the waiver or cancellation of penalties and interest, an extension of the filing deadline for making certain elections, authorizing a refund despite a return being filed outside the typical limitations period, or authorizing a reassessment despite the adjustment being filed outside the typical limitations period. Our tax specialists can help you prepare and submit an application to CRA that maximizes your chances of being granted taxpayer relief.

CRA Collections

Interest on a tax debt owing to CRA is often a small concern compared to the collection actions that CRA may attempt to take. CRA can and will freeze your bank accounts, garnish your income from suppliers or employers, and place a lien on your home. Our tax lawyers can help you create a plan to deal with your taxes owing and negotiate with CRA on your behalf to prevent collection actions from taking place.

Notice of Objection

If you have been assessed by the CRA and disagree with the amount of taxes and penalties owing, we can help by filing a Notice of Objection. There are deadlines for filing a Notice of Objection so it’s important not to delay. We will work with the CRA on your behalf to get the right the result.

05

Corporate Services &
Transactions

Specialists in Corporate & Commercial Law

Our team has extensive experience advising domestic and international clients in a wide range of corporate and transactional matters, including mergers and acquisitions, banking and finance, private equity, and corporate reorganizations and restructurings. We work closely with our tax colleagues to provide seamless, holistic and practical advice throughout the life cycle of the transaction. Our team includes lawyers designated by the Law Society of Upper Canada as specialists in Corporate and Commercial law, and designated by the Chartered Professional Accountants of Canada as specialists in Corporate Finance.

 

HAVE QUESTIONS?
WE ARE HERE TO HELP.

Toronto

120 Adelaide Street West,
Suite 1901,
Toronto (Ontario)
M5H 1T1
T. 416-203-8338 F. 416 203-8438

Toronto

120 Adelaide Street West,
Suite 1901,
Toronto (Ontario)
M5H 1T1
T. 416-203-8338 | F. 416 203-8438