Your overall tax objectives likely don’t change from one year to the next. You want to minimize personal and corporate taxes, both now and in the future, while protecting and growing your assets. Seems pretty simple, right?

Let our Canadian tax accountants guide you

The reality is that virtually every financial decision or transaction you make has a resulting tax implication. Add constantly changing tax rules to this, and you’ll quickly see why it’s so important to review and adjust your tax strategies on a regular basis. Ongoing tax planning should be an integral part of corporate strategy and personal wealth management.

Who we work with

We work closely with private business owners and their management teams, as well as high-net worth individuals and their families, to maximize cash flow and minimize tax liabilities. Over the years, our tax accountants have helped our Canadian clients – many of whom we’ve worked with for decades – enjoy significant personal and corporate tax savings through our proactive approach and innovative solutions.

How we help

We generate sustainable results through corporate reorganizations, estate and succession planning, and tax reduction and deferral strategies. We advise on acquisitions and sale of businesses, and US and cross border issues.

Of course, we also prepare commodity, personal, and corporate tax returns and handle all tax filing and reporting requirements to ensure compliance with provincial, federal, and international taxation authorities.

Canadian tax planning

We can only meet your planning needs once we understand your business, as well as your personal goals. With this knowledge we can recommend solutions that align your goals into a unified strategy.

Whether it requires the use of family trusts, structuring for the purchase or sale of a business, negotiating with governments, running operations internationally or planning for commodity taxes, we’ll develop unique solutions specific to your needs.

Planning opportunities for owner/managers include:

  • Income-splitting with family members
  • Multiplying the Capital Gains Exemption
  • Restructuring for the tax efficient sale of your company
  • Transferring ownership of your company to the next generation

Estate planning

An effective estate plan ensures your assets are protected and distributed according to your wishes while minimizing taxes for you and your heirs.

Our Toronto-based estate planning team has extensive experience developing solutions that will satisfy your goals and provide you with peace of mind that your financial affairs are in order.

If you are looking for a court-appointed independent trustee, learn more about our Estate Trustee During Litigation service.

For more information, contact us or meet our team.

Canadian Tax and Estate Planning insights

A guide to Ontario’s Non-Resident Speculation Tax

Fuller Landau team • May 29, 2023

Ontario’s Non-Resident Speculation Tax (NRST) is commonly referred to as the foreign home buyer’s tax. What is the NRST? This tax is over and above the Ontario land transfer tax paid on the purchase of a residential property and applies to home purchases made by certain foreigners. When introduced in 2017, it impacted properties in

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Federal budget 2023

Fuller Landau team • March 28, 2023

On March 28, 2023, Deputy Prime Minister and Minister of Finance Chrystia Freeland delivered the 2023 federal budget. The Minister boasted that Canada experienced the strongest economic growth in the G7 over the last year and that low-cost daycare has resulted in a record level of Canadian women participating in the workforce at 85.7 per

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Update: Vacancy taxes – how Canadian property owners are impacted

Fuller Landau team • February 21, 2023

Over the year, a number of new taxes impacting owners of real property in Canada have come into effect. The Underused Housing Tax, Vacant Home Tax, and Vacant Unit Tax are three examples of these new “vacancy” taxes intended to disincentivize holding properties that are not being lived in or rented out. What is the

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Talk to us.

Our team of advisors supports our clients with the knowledge and expertise you need to reach your business objectives.

It starts with a conversation. Let us know how we can help.

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