Taxation

Soberman's Taxation Group handles issues ranging from domestic and international compliance, to complex tax planning. For us, compliance is only the starting point. Our proactive tax service ensures that our clients – whether they are companies, partnerships, trusts or individuals – maximize the tax opportunities available to them.

Our taxation services include:

  • Inbound and outbound acquisitions;
  • Personal wealth enhancement (tax planning related to individuals and their compensation, estate planning, estate administration, wealth preservation, will reviews, succession planning, post-mortem planning);
  • Corporate tax minimization (structuring corporate financing, reorganizations and other day-to-day transactions to minimize tax costs);
  • Tax planning for international tax operations (optimization of world-wide tax for businesses and individuals in the global economy including transfer pricing services, and tax planning for immigrants and emigrants);
  • Acquisitions and divestiture support / corporate structuring (planning business purchases and sales, as well as structuring mergers and spin-offs);
  • Trust & estate tax minimization (effectively using trusts to split income and to protect wealth, domestic and offshore planning and compliance, estate administration including preparation of Passing of Account Statements);
  • Commodity taxes (compliance and planning for GST, HST and retail sales taxes, compliance tax services for non-resident corporate and individual taxpayers, compliance tax services for investing in Canada);
  • Structuring with life insurance (effectively incorporating life insurance to mitigate and fund taxes, use of annuities and RCA's);
  • Scientific Research & Experimental Development Tax Services (SR&ED).

 

Whatever your personal or business issues, our advice will find balance between present obligations and your business goals and personal aspirations. We go beyond narrow interpretations of tax law to seek out creative options and innovative solutions.

For more information on our Taxation services, please download our brochure or contact any one of the professionals listed under "Key Contacts" to the right.