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Barrie Corporate Tax Planning

Tax laws are extremely complex and constantly changing. In order to reduce your tax burden and prevent your assets from being eroded by excessive taxes, you will need a tax plan conceived and implemented by an experienced tax lawyer. At Devry Smith Frank LLP (DSF) we provide tax planning services for individuals, estates and businesses in the Barrie region. A description of some of our services is set out below.

 

CORPORATE TAX SERVICES FOR OWNER MANAGED BUSINESSES

  • Devising corporate structures to optimize tax burden
  • Structuring shareholder agreements to optimize tax implications for all shareholders
  • Implementing tax-deferred intercorporate transfers
  • Corporate reorganizations to reduce taxes, implement succession plans and simplify corporate structures
  • Estate freezes designed to transfer future growth to the next generations
  • Creating tax-efficient stock incentive plans
  • Creating transfer pricing structures for cross-border transactions
  • Structuring management buy-outs

TAX PLANNING FOR INDIVIDUALS AND OWNER-MANAGERS

DSF can also assist individuals in reducing or deferring their tax burden by the following sound wealth planning advice:

  • Advising on owner compensation strategies
  • Will planning to defer tax on accrued capital gains, in conjunction with estate and business succession plans
  • Estate planning to reduce or eliminate Ontario probate fees
  • Wealth preservation strategies
  • Retirement strategies
  • Inheritance tax planning

TAX REASSESSMENTS

  • Advising with respect to tax appeals
  • Preparing Objections and Appeals to tax assessments
  • Appearing before Tax Court and Federal Court of Appeal to argue Tax Appeals

CHOOSING DSF FOR YOUR TAX PLANNING NEEDS

Every individual, business and estate, irrespective of their wealth, is entitled to receive tax advice that has been structured to address their own requirements, whether complex or simple. Serving our clients from the heart of downtown Barrie, we can help you create a plan that will meet your objectives and help you to select the strategies that make the most sense for your situation.

For more details or information on Tax Planning and Wealth Planning Services for Individuals, Estates and Businesses, contact our Barrie office at 705-812-2100.

Call us at 705-812-2100 for available options or to