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 and estate 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, our tax accountants will 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 estate planning accountants have 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.

Canadian Tax and Estate Planning insights

Throne Speech 2025

Gordon Jessup • May 28, 2025

On May 27, 2025, King Charles III delivered the Speech from the Throne. This was the first time since Queen Elizabeth II in 1977 that a reigning monarch has opened Canada’s Parliament. The Throne Speech was prepared by newly elected Prime Minister Mark Carney and outlines his government’s legislative priorities for the Canadian Parliament. Economic

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Capital gains tax increase: Postponed until 2026

Gordon Jessup • January 31, 2025

On January 31, 2025, the Canadian federal government announced a deferral of the proposed increase in the capital gains inclusion rate. Originally set to take effect on June 25, 2024, the implementation date has now been postponed to January 1, 2026. This change affects individuals realizing annual capital gains exceeding $250,000, as well as corporations

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Canadian sales tax implications for non-resident e-commerce businesses

Fuller Landau team • October 21, 2024

The Goods and Services Tax (GST) and Harmonized Sales Tax (HST) are sales taxes administered by the federal government and applicable to most goods and services sold in Canada.  All businesses, including e-commerce businesses, with operations or sales in Canada, must consider the impact of these taxes. Failure to register and remit the correct amounts

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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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