Although Quebec law dictates how certain assets such as the family home must be distributed upon death, most assets can be left according to your wishes, in a properly-drafted will.
Whether it is estate planning to minimize taxes after a death, advice on how to establish a new business in Canada (or internationally), or the consequences of GST and QST legislation on a particular transaction, we will apply our extensive experience and technical expertise to identify the right path for you. We go beyond just filling out tax forms. We assist with tax efficient suggestions at every stage of the growth of an enterprise and ultimately planning for the succession of management/ownership in transitioning to retirement or for a sale of a business.
Another particular specialty of the tax services group is providing tax support for ex-pats, in preparing their Canadian and International tax returns and addressing significant cross-border issues. While we are most familiar with the United States tax laws as it relates to Canadian matters, our international network, the Leading Edge Alliance (LEA), affords a tax specialist resource through which we are able to offer tax planning and compliance services in most countries throughout the world.
Another particular specialty of the tax services group is providing tax support for ex-pats, in preparing their Canadian and International tax returns and addressing significant cross-border issues. While we are most familiar with the United States tax laws as it relates to Canadian matters, our international network, the Leading Edge Alliance (LEA), affords a tax specialist resource through which we are able to offer tax planning and compliance services in most countries throughout the world. Our Montreal team members are personally familiar with many of these specialists through our frequent LEA meetings and through the numerous referrals exchanged with many of the members. We know exactly who to call upon for the particular skills our clients need.
TOP 10 TAX SERVICES
Undertaking a corporate reorganization, be it for business growth, succession planning, shareholder agreements, retirement planning, creditor proofing, mergers and acquisitions, or share capital restructuring, requires careful attention to details, a clear understanding of the corporation’s and shareholders’ needs, and in-depth knowledge of tax laws and regulations in various jurisdictions. Our service group helps business owners achieve tax optimization through the development of an effective corporate and personal tax plan.
Our goal is financial management, protection, growth and transition of family wealth. We assist and guide individuals in making decisions about their accumulated wealth, how to strategically protect it, and even transfer it to the next generation. Trusts are effective tax planning tools used to achieve this objective in addition to charitable giving strategies or even a corporate reorganization to transfer future business growth to the next generation.
Filing personal income tax returns for business owners and self-employed individuals can be more complex than for the average person. Our team works with the client to determine the most appropriate tax strategies for their corporate and personal tax situation. We review the possible deductions that may be taken advantage of, and how to maximize tax credits where applicable.
Our team identifies opportunities that allow our clients to maximize their research and development tax credits that can, in turn be refunded and applied against corporate income taxes or provide needed financial capital. Our team will manage the entire SR&ED claim process for your company, starting with an assessment.
As active members of the LEA, we are able to provide both inbound and outbound tax consulting for international businesses. Through this association, FL Fuller Landau is able to assist businesses looking to expand across borders to structure their organization in a manner that minimizes both their domestic and international tax burden.
Immigrating or emigrating to and from Canada creates extensive complexities and potential tax ramifications. As well, owning property in a foreign jurisdiction has tax implications that most do not think of when purchasing a residential or commercial property in another country. Our cross-border practitioners not only consult in these areas, but assist in the annual filings of Canadian and US personal income tax returns, where applicable
The real estate tax services group assists non-resident buyers in complying with the tax laws regulating non-resident property purchases. Each client’s unique financial picture, needs, and history are taken into account and used to develop a personalized real estate tax strategy.
International entities need to make decisions regarding the price of goods sold within the corporate group. Our service group assists our clients in the preparation and documentation of transfer pricing methodology to comply with national requirements, and we provide support in dispute resolution.
Regardless of their industry, our tax services group ensures that our clients are complying with federal and provincial sales tax laws. We offer support, guidance and assist in sales tax recovery plans for both for-profit and not-for-profit entities.
During the stressful period of a government audit, we offer support, guidance and representation for our clients. Our team assists clients in organizing their files in preparation for the audit, and then assists the auditors in understanding the client’s business and its processes. The objective of our role always being to reduce anxiety and increase understanding of all parties involved.
FL Fuller Landau has helped me with my tax planning for over 10 years now. On their recommendation, I was able to set up both an operating and holding company that has benefited both my business and my estate.
As a regional accounting firm based in the United States, we rely on the strong relationship built through the LEA with the FL Fuller Landau Tax Services team to assist us with clients looking to do business north of the border. Whether it is a client looking to establish a Canadian subsidiary or simply registering…