Corporate Planning

As a business owner, caught up in the daily demands of running your business, you may not have thought about how to optimize the taxation of your business and your family.

Beyond compliance, i.e. income tax returns and statutory returns, a number of planning elements must be considered in order to reduce your tax burden, both in terms of personal and corporate income tax. Our in-depth knowledge, proactive approach and the solutions we offer ensure that you benefit fully from these benefits.

So whether it's helping you determine your compensation model, setting up a structure to split your income with your loved ones, reorganizing your structure to protect specific assets against commercial risks , reclaim some or all of the value that your business has acquired over time, integrate your family or new partners, or simply maximize the value of your business by finding the best buyer, we suggest innovative ideas that respect your objectives that we understand by our knowledge of the different sectors of activity in which our clientele works.

In short, good tax advice will help you avoid tax surprises through your current and future projects.

Areas of Expertise


Corporate and tax reorganization

  • Establishment of subsidiary, management company and trust
  • Acquisition of a company, transfer of assets, turnover
  • Assistance with the purchase / sale of a business
  • Merger / liquidation of companies
  • Business Transmission / Succession
  • Due diligence in the context of business acquisition

Tax Compliance

  • End-of-year tax planning
  • Assistance in preparing the tax provision
  • Preparation of income tax returns for corporations, trusts and individuals, and any related form

Planning for the leader

  • Compensation models for key executives and employees, incentive plans
  • Establishment of personal, splitting or protection trust
  • Crystallization of capital gain exemption
  • Contribution plans for employers and employees

·         End-of-year tax planning

·         Assistance in preparing the tax provision

·         Preparation of income tax returns for corporations, trusts and individuals, and any related form