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Tax Strategy

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How We Can Help:

The tax strategies and planning group provides comprehensive tax advice on a wide range of domestic matters. Our clients include public and private companies and individuals and trusts engaged in various business and investment activities. Jettisoning the passive role of traditional tax lawyers and chartered accountants, our tax group focuses its creative energies on developing tax-advantaged structures for complex business deals and identifying practical solutions to complicated tax problems. We best serve our clients by keeping members of the tax group engaged in all stages of our clients' business matters, whether it is negotiating an acquisition term sheet or drafting a litigation settlement agreement. The results of this proactive approach speak for themselves. Over the years, the firm's clients have realized millions of dollars in tax benefits because of the tax group's early and continuous involvement in transactional, planning, and tax controversy matters. 
 
For example, the tax group has assisted clients in structuring hundreds of taxable and tax-free domestic and international transactions involving millions of dollars. These include stock and asset acquisitions, mergers, reorganizations, corporate combinations, estate freezes, entity formations and conversions, restructuring, joint ventures, asset dispositions, split-ups, and spin-offs. The tax group routinely employs its senior experience and judgment to engineer exit and asset disposition strategies, to design equity-based compensation plans for both corporate and "pass-through" entities, to devise business succession plans for private business entities, to implement estate tax and asset protection plans, and to provide clear and concise advice about some of the most complicated technical issues in the Canadian Revenue Agency. In each case, we represent the goal of maximizing legitimate available tax benefits. 
 
Members of the tax group combine experience with a devotion to technical proficiency to provide creative yet pragmatic solutions to our client's problems. Regularly, members of the tax group prove the value of quality professional judgment and dedication to problem-solving initiatives (as opposed to less valuable issue spotting), whether it relates to considering tax and structuring issues in a transactional practice, establishing a charitable remainder, or offshore investment trust, forming a family limited partnership or private foundation, or defending a client's reporting positions in a bitterly contested tax controversy matter.
 
In addition to the preceding, the tax group provides advice in the following areas:
 

  • Structuring taxable and tax-free mergers and acquisitions

  • Disposing of assets, stock, and other property interests

  • Tax planning for start-up and other venture-backed companies

  • Taxation of "pass-through" entities, including general and limited partnerships, limited liability companies

  • Tax minimization and wealth transfer strategies (including use of tax rate arbitrage, income deferral mechanisms, charitable remainder trusts)

  • Business succession strategies for closely-held businesses

  • Estate, gift, and charitable tax planning for high net-worth individuals

  • Designing compensation arrangements

  • Advising public charities and other non-profit and tax-exempt institutions

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