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?

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, we have helped our 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.

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 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 2021

Fuller Landau team • April 20, 2021

On April 19, 2021, The Honourable Chrystia Freeland presented her first budget as the Minister of Finance.  It was the federal government’s first budget in over two years, as last year’s budget was postponed due to the COVID-19 global pandemic. The last budget projected an annual deficit of just under $20B for 2020 fiscal period

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Non-Resident Employer Certification: How it works

Fuller Landau team • March 25, 2021

With the acceleration of globalization, many businesses are moving to extend their product and service offerings outside their borders. Sometimes this means sending employees to work overseas. In response, the Department of Finance and the Canada Revenue Agency (“CRA”) introduced the Non-Resident Employer Certification in 2015. This was designed to provide relief for qualifying non-resident

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RRSP vs. TFSA: which one is for you?

Fuller Landau team • February 17, 2021

There are two powerful investment options that can help Canadians save for retirement: Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TSFA). The question that often comes up – which one is right for me? In short,  it depends on a variety of circumstances and will change as your life changes. Understanding the differences

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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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