Tax Planning
Chappell Partners LLP provides valued expertise with respect to tax planning, including corporate tax planning for businesses and personal tax planning for business owners and other individuals, as well as with respect to providing tax advice and tax opinions.
We have extensive experience in all aspects of tax planning for corporations, partnerships and other business vehicles, and in all aspects of tax planning for business owners and other individuals, from the designing of the tax plan to the implementation of the tax plan in for example reorganization documentation, “estate freeze” documentation and/or “crystallization” documentation.
We work closely with our clients to assist them to achieve their day-to-day and long-term tax planning objectives and we regularly advise our clients with respect to their specific tax planning needs and objectives, by providing tax-planned strategies such as:
• tax structuring for businesses, including tax advice regarding the establishment of businesses, the reorganization of corporations and the purchase/sale of businesses
• tax structuring the succession plan for businesses to provide for ownership by the next generation or by key employees
• tax structuring cross-border and international business transactions, including tax advice regarding investment in businesses and the purchase/sale of businesses outside of Canada
• tax structuring regarding the establishment of businesses in Canada by non-residents of Canada
• tax structuring for business owners, including “estate freeze” reorganizations and “crystallization” arrangements
• executive compensation planning structures for business owners, such as stock option arrangements
• retirement planning structures for business owners, such as individual pension plans and retirement compensation arrangements
• tax structuring for partners of professional partnerships and of business partnerships
• tax structuring for professional corporations
and by providing tax opinions regarding proposed business transactions.
In addition, we frequently are asked to provide tax advice to accountants, investment advisers, insurance advisers and financial planners regarding tax planning strategies for their clients.
Call today 416.351.0005
