Realty agents and brokerages
The real estate industry is dynamic, competitive, and notoriously fast-paced. As a real estate professional, you have countless demands on your time and you need to focus on what you do best. Our team at Fuller Landau will take care of the rest, by managing your personal tax situation, exploring and assisting with incorporation, minimizing taxes, and protecting your assets.
Regardless of whether you are an independent agent or an incorporated brokerage, Fuller Landau’s professional services team ensures you have the optimal structure in place to leverage every possible tax deferral or savings opportunity. Real estate is your area of expertise. Saving you tax, is ours.
At Fuller Landau, we work with a number of sole proprietor real estate sales professionals who require assistance with the preparation of personal income tax returns. We help our clients take advantage of every possible tax deduction for which they are eligible, while also assisting with HST filing, cash flow planning, bookkeeping, and overall investment and tax advice. We also check in with our clients regularly to make sure they understand the rules, benefits, and implications of incorporation, and whether it makes sense for their specific situation.
Incorporation is a potential option for individual agents and teams that:
- Are engaged by a brokerage that:
- is a franchisee of a franchisor that permits incorporation
- has the infrastructure to be able to provide you with all your back-office requirements
- Are licensed brokers or have a licensed broker on their team who will act as the broker of record
- Operate one or more independent offices
- May have staging companies in addition to the real estate brokerage office
- Are top performers and high-income earners (generally earning more than $300,000 a year) who spend less than they earn
- Have a need for more complex tax structures
Every realtor’s situation is unique. We’ll take an in-depth look at your specific situation and determine if setting you up in your own corporate brokerage, but still operating within the framework of your current broker and franchise, is right for you. We work closely with lawyers who specialize in professional incorporation to design and implement the optimal corporate structure. We take care of the internal accounting for the franchisees, along with outsourced bookkeeping, payroll, HST returns, and investment and tax planning.
Interested in learning more? Contact us today to start the conversation. We’re ready when you are.
“Fuller Landau has a deep knowledge of our various businesses, international dealings, and personal finances. I have total comfort knowing that they’ve got everything under control.”
– Costa K., Owner of food & beverage manufacturing business
“Many thanks to Fuller Landau’s Valuation and Litigation Support team for their contribution to a very favourable settlement for our client. Their assistance was invaluable, and as always, it was a pleasure to work together.”
– Michael T., partner at Toronto law firm
“Fuller Landau’s Family Office serves three generations of our family, analyzing our investment performance and ensuring we have the best strategy in place to meet our needs. They are responsive and professional, and go above and beyond in terms of service and timeliness.”
– Michael M., Family Office client
“I have worked with Fuller Landau for years, both professionally (on transactions) and personally (for tax planning and filings). Partners like Jonas Cohen and Andy Yap have provided my clients with knowledgeable, responsive services on deals spanning the globe. On personal finances, Sloan Levett consistently delivers a combination of thoughtful and practical input, top-tier knowledge and experience, and collaboration with other professionals as required.”
– Jake B., Fuller Landau client
“Highly recommend Fuller Landau Family Services! The team of Sloan and Cheryl and others know and understand my needs and future expectations. It gives me comfort knowing someone other than me is keeping an eye on my finances now and in the future as estate planning becomes more and more important.”
– JL, Family Office client
“Sloan was recommended to me by a good friend several years ago when my tax situation started to become a little more complicated. Although I wasn’t necessarily a large client, Sloan took time to explain my options and to understand my situation. I soon learned he has a great ability to take complex tax matters and communicate them in a clear, straightforward way. As my personal and corporate tax situation has become more complex over the last few years, he’s introduced me to other experts to make sure I was getting the best advice. At each stage I have always felt that he has my back – which is about the best vote of confidence you can give a professional advisor.”
– Graham Rawlinson, Partner, Torys LLP
“Sloan at Fuller Landau is someone I have come to trust and rely on immensely for my personal finances over the past 3 years. He is responsive, trustworthy, knowledgeable, and always professional. Sloan takes the time to discuss matters that need my attention and gives me thoughtful advice. As a busy executive, I feel safe knowing that he looks after my finances and I know I’m in good hands.”
– Mary Jean Tully, Founder & CEO, Tully Luxury Travel
“Thanks to the Fuller Landau Valuations and Litigation Support team for all your hard work. I felt 10 lbs lighter after signing. It was a pleasure working with the team. Their patience and clear explanations of everything helped me get through the whole process.”
– Client involved in a shareholder dispute
“Matthew did a great job. The report was very well drafted and easy to understand. The sections where he listed the issues with the payments to friends and family members were excellent.”
– Toronto Family Law Lawyer
“We settled on very favourable terms, and I can’t thank Matthew enough for all the hard work he did on the file. It was very much appreciated.”
– Toronto Litigation Lawyer
“Thanks to the Fuller Landau Valuations and Litigation team for all the help throughout, it was first rate!”
– Toronto Litigation Lawyer
“Eli did a fantastic job! Really excellent. It was a real pleasure working with him. We will be sure to get the Fuller Landau team on future files.”
– Toronto Family Lawyer