Advisory & Special Engagements

Mandates a general practitioner sees once or twice in a career.

These are the years when a filing is not the point. Each engagement is scoped, researched and quoted in writing before anything starts, and the analysis is written by the person who signs it.

It is also why the practice exists. Wei completed CPA Canada's In-Depth Tax Program — the profession's specialist tax qualification — and this is where it is used.

Reorganizations and transactions

Getting the structure right before the transaction, rather than explaining it afterwards.

• Section 85 rollovers and section 86 exchanges
• Amalgamations, wind-ups and butterfly transactions
• Purification before a sale
• Share structure on incorporation or a raise
• Section 55(2) analysis on intercorporate dividends
• Debt forgiveness under section 80

Private wealth, trusts and estates

For families whose question is not this year's return but the next twenty years.

• Estate freezes and succession to the next generation
• Family trusts, T3 returns and Schedule 15 beneficial ownership reporting
• The twenty-one year deemed disposition
• Post-mortem planning and the loss carry-back rules
• Business valuation for tax purposes

Innovation incentives and cross-border

SR&ED claims are prepared with a specialist consultancy for the technical narrative and filed by us alongside the corporate return, with the T661, Schedule 31 and provincial credits. On the cross-border side: foreign affiliate reporting and T1134, FAPI, the EIFEL interest limitation, thin capitalisation, Part XIII withholding and treaty relief.

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