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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COVID-19: Canada Emergency Wage Subsidy – important upcoming filing deadlines

Fuller Landau Team • January 20, 2021

As COVID-19 continues to impact Canadians, critical filing dates for claiming the Canada Emergency Wage Subsidy (CEWS) are soon approaching. The federal government recently announced some key changes regarding the CEWS in response to the ongoing pandemic. Legislation was passed on January 13, 2021, providing an update to existing guidelines. For the latest comprehensive breakdown

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The benefits of an estate freeze

Fuller Landau Team • November 04, 2020

As a shareholder of a corporation (original shareholder or freezor) becomes older and wishes to pass the future growth of the business to the next generation or key employees, (s)he can implement a common reorganization known as an estate freeze. What is an estate freeze? A typical estate freeze transaction involves an exchange of existing

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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.