Taxes
that.
- Personal and corporate tax returns
- Trusts and estates
- Rollovers and elections
- SR&ED: Scientific Research and Experimental Development claims
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Corporate Tax
Need help understanding current tax legislation?Our approachable staff can make sure all of your corporate tax filings are up to date.
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Financial Management
Looking for personalized tax advice?We can help make your corporate and personal taxes work together to fit your needs.
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Special Tax Services
Restructuring your tax matters?We can simplify business succession plans, estate freezes and reorganizations.
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CHALLENGE
This client started small with a handful of employees in a volatile industry. Soon they were trying to deal with explosive growth.
OUR SOLUTION
We have assisted the client with managing this growth and with bringing on additional investors. We also reorganized the corporate structure to separate investments from ongoing operations. We created a structure that is tax efficient by allowing for multiplication of the lifetime capital gains exemption with other family members. The company now employs nearly 200 staff members and has a company valuation of close to $50 million.