What we do for our Tax clients

Our tax law team has expertise across a broad range of areas, including:

Corporate Transactions and Tax Planning

With a team lead that holds an MBA, we can show you how to include tax planning as part of your business plan, so you can maximize tax savings from the outset. We help existing businesses fine-tune strategies, drafting partnerships and shareholder agreements, retaining specific tax statuses, and utilizing tax deferred share exchanges to reduce your taxes owing.

We also use our tax law expertise to help with succession planning and the separation of matrimonial property. We are particularly well versed in the taxation of estates, including situations that involve complex multi-family or international beneficiaries. If you’re a farmer with a family farm business, or you need assistance with succession planning for the family business or creating a family trust, we’ll help you preserve wealth for the next generation.

Tax Litigation and Dispute Resolution

We work to resolve tax issues quickly and efficiently. Often, this involves assisting with audits, objecting to a CRA reassessment and appealing to the Tax Court of Canada. Our team lead’s experience working for the CRA gives us an insider’s understanding of the various processes – knowledge we use on your behalf.

We’ve successfully challenged tax assessments involving questions of income versus capital, shareholder and employee benefits and valuation issues for income tax and GST purposes. We’ve obtained rectification and rescission orders from the Court of Queen’s Bench and know how to make use of the Alberta courts for tax matters, including Unjust Enrichment laws, and are skilled with estate litigation and tax mitigation.

Our Tax law team is often called upon to provide advice and guidance to other tax professionals who are dealing with complex situations.

How we work with our Tax clients

Our goal is always to create solutions that reduce the amount of taxes you pay. We respect our clients’ time and resources, and pride ourselves on being responsive, effective and practical in everything we do for you. As part of the broader Parlee McLaws firm, we have access to a wide range of legal expertise and can assist with a multitude of legal issues or concerns.