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Tax optimization
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You know that hiring an expert saves time and money, and gets the job done right. When you need specialty tax knowledge, we’re ready for your call. Our expertise, research, and case building are persuasive and powerful.
We serve our clients in 11 areas of tax optimization. Click a heading for more information.
- We perform mock audits to proactively identify areas of exposure and take corrective action as required.
- We develop shareholder remuneration strategies that maximize after-tax income.
- We design strategy around sale of a business to maximize the after-tax return to shareholders.
- We perform corporate reorganization planning and executional alignment consulting.
- We do purchase of a business tax evaluations; acquisition strategies; due diligence reports; negotiating and purchase structures.
- We offer corporate tax checkups to ensure current optimization.
- We design tax optimization strategies for high net worth individuals.
- We deal with income-splitting trusts.
- We design and implement employee share ownership programs.
- We offer retirement planning.
- We design and implement executive compensation.
- We perform estate planning to preserve wealth.
- We handle business succession planning.
- We provide post mortem tax planning, tax returns and trust returns.
- We design strategies for trust and estate matters.
- We assist with estate litigation.
- We can establish international businesses.
- We develop international tax planning strategies.
- We design and implement offshore investment and trust structures.
- We offer tax planning for new immigrants.
- We perform tax review and planning services for executives coming to Canada.
- We offer tax planning to become non-resident.
- We handle non-resident investment in Canada.
- We provide tax planning for international athletes and entertainers.
- We offer introduction to US taxation services.
- We coordinate US corporate tax advice (establish, purchase, tax consequences, selling, registration and filings).
- We coordinate US personal tax planning and evaluations.
- We coordinate planning and calculations for US citizens in Canada.
- We coordinate US tax filings.
- We offer position defense and resolution.
- We handle voluntary disclosures.
- We assist in the defense of net worth assessments.
- We assist in identifying GST issues.
- We solve complex GST matters.
- We can assist in GST disputes.
- We assist in the acquisition/disposition of real estate.
- We review existing structures to consider improvements.
- We review interest deductibility issues.
- We review tenant inducement issues.
- We review expenditure tax treatments.
We offer a regular tax seminar breakfast series, as well as:
- the use of quarterly newsletters for distribution to clients;
- the use of an extensive tax research library;
- a tax hotline telephone inquiry service;
- assistance in making presentations to potential clients;
- budget briefings; and
- tax tip of the week e-mail service in conjunction with our TSG network.
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