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.

For more information, contact us or meet our team.

Canadian Tax and Estate Planning insights

Federal budget 2022

Fuller Landau team • April 08, 2022

On April 7, 2022, Finance Minister Chrystia Freeland delivered the 2022 federal budget.  There were several new initiatives announced including the introduction of the Tax-Free First Home Savings Account, the Multigenerational Home Renovation Tax Credit and the launching of the Canada Growth Fund, which is intended to attract private sector investments to help reduce emissions,

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Buying or selling a business – What are the tax considerations?

Fuller Landau team • March 01, 2022

As a strategic business leader, you may have thought about expanding your business or the appropriate exit strategies. When contemplating to expand or sell, it is important to plan the structure of the transactions to account for the various tax implications. Proper tax planning with your accountant, prior to a purchase or sale can assist

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COVID-19: Key changes to federal pandemic subsidies

Fuller Landau team • February 16, 2022

Introduction  As COVID-19 continues to impact Canadians, a number of key changes to federal pandemic subsidies have been legislated. As stated in our previous subsidy article series (CEWS, CERS), the Canadian government has created and updated existing assistance programs to better adapt to the changing pandemic landscape. The new legislation, receiving Royal Assent on December

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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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