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

Non-resident rental income: What are the tax obligations?

Fuller Landau team • December 14, 2023

If you are a non-resident who earns rental income, you must meet certain tax obligations with the Canada Revenue Agency (CRA). The income you earn from rental properties is subject to tax under Part XIII of the Income Tax Act (Canada). Rents earned by Non-residents are subject to tax under Part XIII at a rate

... Read More

New trust reporting rules now in effect

Fuller Landau team • November 23, 2023

The federal government announced new trust reporting rules in the 2018 Federal Budget to improve the collection of beneficial ownership information with respect to trusts. The rules were introduced to effectively counter aggressive tax avoidance as well as tax evasion, money laundering, and other criminal activities relating to trusts. The new trust reporting rules will

... Read More

Which path forward is right for your business?

Fuller Landau team • October 26, 2023

The past few years have significantly impacted many businesses, in many cases disrupting even the best laid plans. As society moves towards a semblance of normalcy, many owners are finding themselves at a crossroads in terms of planning a future path for their businesses. Perhaps that path is investing to sustain operations or spur growth.

... Read More

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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