We counsel and represent corporations, nonprofits, partnerships, LLCs, joint ventures and business owners and other individuals on tax strategies and planning. Our team of tax lawyers provide tax services to clients of all sizes, from publicly traded companies to closely held businesses.

Commodity and Sales Tax

We provide effective, responsive advice to clients in relation to commodity taxes and sales taxes, including:

  • audits and investigations
  • planning and advice on HST and provincial sales tax consequences on sale and purchase of assets
  •  planning for HST and provincial sales tax consequences on use of partnerships, trusts and joint ventures

Cross Border and International Tax

We act for a variety of Canadian and international businesses relating to their commercial activities outside of their domicile. Our service areas include:

  • structuring inbound and outbound investment structures
  • structuring cross-border joint ventures
  • cross-border licensing and intellectual property matters
  • planning and advice on non-resident withholding tax matters
  •  tax planning and advice on foreign affiliates, foreign investment entities and foreign reporting rules

Owner/Manger Tax Planning

Our Tax group supports our corporate team with advice relating to various tax considerations and the impact of them on ownership structures including:

  • tax planning for business expansion
  • income-splitting and estate freezing
  • compensation of the owner/manager
  •  planning for sale of business
  •  shareholder arrangements
  • tax deferred retirement plans
  • employee profit sharing plans

Personal Tax Planning

Our clients have spent a lifetime building their  asset base, and need tax-efficient strategies for its management and preservation. We assist individuals in meeting their personal estate planning objectives. Our services include:

  • transfer of assets and shares to a corporation
  •  post-mortem tax planning
  • income-splitting and estate freezes
  •  compensation of owner/manager, taxation of professionals and professional corporations
  • private charitable foundations

recent news & insights

Corporate Commercial

Year in Review: Our Most Popular Insights From 2024

Tax

Changes to the Capital Gains Inclusion Rate — Individuals With Vacation Properties and Whether you Should Proactively Crystallize Gains

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Corporate Commercial

Doing Business in Canada

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Canada Flags on Building

Tax

Details of Employee Ownership Trust Capital Gains Exemption Released: Conditions and Things to Consider

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Calculator Pen and Financial Sheets

Tax

Changes to the Capital Gains Inclusion Rate and to Alternative Minimum Tax (“Amt”): Potential Issues and Things to Consider

Article
Calculator Pen and Financial Sheets

Wills and Estates

Alter Ego and Joint Partner Trusts

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Corporate Commercial

41 Lawyers Profiled Across 24 Areas of Law in The Best Lawyers in Canada, 2024

Announcement, Recognition

Tax

New Substantive CCPC Rules: Consider Continuing Substantive CCPCs Back to Canada

Article

Corporate Commercial

Fogler, Rubinoff Ranked as One of Ontario’s Top 10 Regional Firms

Announcement, Recognition
Gold badge with gold starts

Wills and Estates

Canada Revenue Agency Notices for the Underused Housing Tax

Article

Wills and Estates

Update on the new Trust Reporting Obligations & Tax Filings for Underused Housing

Article

Tax

Remembering Bill Perks

Announcement
Headshot of Bill Perks in memoriam

Tax

Intergenerational Transfers of Family Businesses After Bill C-208

Article
Calculator Pen and Financial Sheets

Tax

Claim Employee Home Office Expenses for 2020

Article

Tax

Upcoming Federal Budget — April 19th Planning For Possible Capital Gains Tax Increase

Article

Insolvency and Restructuring

Primer on CRA’s Collection Powers and its Effect on Secured and Unsecured Creditors

Article

Wills and Estates

Estate Freeze or Re-Freeze

Article

Employment and Labour

How Do I Apply for the Canada Emergency Wage Subsidy?

Article, COVID-19 Resource

Tax

Working From Home in the Time of COVID-19

Article, COVID-19 Resource

Tax

Canada Emergency Wage Subsidy – What Does the Legislation Say?

Article, COVID-19 Resource

Tax

Federal Government Announces Support Plan for Canadian Households and Business

Article, COVID-19 Resource

Tax

Cross Border Tax – Tax Regulation 105: Part 1

Article

Corporate Commercial

Daniel LaPlante v. The Queen: Family Trusts And Corporate Transactions Gone Awry

Article

Tax

Dividend Allocations to a Corporate Beneficiary Subject to Part IV Tax in a Share Sale Transaction

Article

Tax

Significant Restrictions to the Voluntary Disclosures Program

Article

Tax

Interview: Why Morneau wants to tighten rules on private companies

Interview

Tax

Major Proposed Changes to the Taxation of Private Corporations and to Severely Limit Income Splitting

Article

Tax

Reporting Now Required to Claim for Principal Residence Exemption (“PRE”)

Article

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