Tax Planning

Your business and personal taxes are intertwined. We’ll advise on your short and long-term tax strategies so you can maximize your wealth, minimize your taxes and meet your financial goals.

With an understanding of your assets, tax obligations and wishes, we advise on tax efficient structures and estate plans that maximizes the wealth transferred to your heirs and simplifies the administration of your estate for the trustees.

Family trusts can be an effective strategy for managing your business and personal assets. They can be used to protect assets and provide for family members before and after your death. We’ll carefully assess your options and recommend the right strategy for your situation.

We work with you to understand the tax impact of your business and investment decisions and ensure your first and future corporations and investments are structured to manage taxes efficiently.

We’ll help you take advantage of the Scientific Research and Experimental Development (SR&ED) tax credits that you may be eligible to receive, and support you through the claims process.

Managing these taxes well can have a significant—and positive—impact on your business’ bottom line. We know the rules inside and out and stay on top of legislative changes to help you avoid government assessments and take advantage of refund opportunities.

Our team has access to tax specialists world-wide through our DFK network. We’ll collaborate with them to identify tax planning opportunities, for example, cross-border financing, global restructuring, and transfer of foreign operations to a parent company.

An audit can happen at any time, and if you’re selected, we can help manage the process quickly to mitigate the stress and clerical burden on your team. We’ll work with you throughout the process to make sure your rights are protected. We can also work directly with the CRA and negotiate on your behalf to manage and limit the scope of the audit.