Tax Advice and Planning
We offer a comprehensive range of tax advisory services for all clients, with particular expertise in tax planning for high net worth individuals, entrepreneurs, families and executives.
We provide tax effective strategies for managing and preserving wealth. The firm specializes in trust planning, estate freezes, income splitting techniques, professional corporations, tax shelters, and partnership structuring.
Personal taxes are as individual as clients themselves. Our lawyers work closely with our clients to understand their specific needs and adjust our strategies accordingly. We take a proactive, hands-on approach by closely following existing and proposed legislation and changes in tax administration to determine how these will affect our clients.
Private Client Services,
Trusts And Estate Planning
We specialize in advising high net worth individuals, families, entrepreneurs and executives with all aspects of personal tax and succession planning.
Goldlist Law provides a complete range of legal and tax advice and services with respect to personal tax, estate and inter-generational succession planning. We act as trusted advisors to many individual clients and family-owned businesses.
We excel at designing and implementing tax effective plans and structures for transferring wealth and business ownership from one generation to another while navigating the personal dynamics and often intricate family issues involved in these matters.
We have significant experience and expertise in:
Trusts, wills, and powers of attorney
Complex estate planning matters, including cross-border issues
Estate freezes
Inter-generational family business succession planning
Probate tax planning
Land transfer tax matters
Life insurance planning
Tax compliance
Voluntary disclosures
Residence tax planning
International tax strategy
Retirement planning
Business Structures, Transactions & Reorganizations
Goldlist Law’s tax lawyers are also business lawyers. We have the experience and expertise to advise businesses of all types and sizes and their owners on all Canadian tax planning matters.
We provide practical solutions to the unique challenges faced by business entities and their owners. Our corporate advisory services encompass all aspects of tax-related business planning, including corporate reorganizations and consolidations, partnerships and joint ventures, mergers and acquisitions, divestitures, business succession and tax-driven transactions. We strive for a fully integrated approach to tax-related business planning taking into account the interests of the business and its owners.
As part of our cross-border and international tax planning practice, we often assist non-resident clients investing or carrying on business in Canada, as well as Canadian residents with business operations or investments in foreign jurisdictions.
We work in collaboration with reputable accounting firms to deliver the most current tax advice on business structures, ownership, financing, investment and distribution planning. We also prepare the legal documentation required to implement the planning strategies legally and effectively, help you make informed decisions regarding the deluge of tax products on the market, provide advice on tax filing to & ‘penalty-proof’ your company and satisfy the auditors, assist you with written communications with the Canada Revenue Agency and the Department of Finance, and much more.