Income Tax Law & Planning

Email: B. Broughton

We work with you and your accountant to identify and plan for tax issues. Our services include researching income tax law, keeping abreast of the latest strategies and changes to the law, and ensuring that the legal documentation works for tax purposes. We offer advice and complete the paperwork to plan for the transfer of your estate upon your death and succession planning for your business.

There are many tax tools available, including trusts, alter ego trusts and joint spousal trusts. We prepare and conduct appeals from income tax reassessments. We meet with tax department officials to resolve issues and identify areas of concern. The big picture is what is important. We help keep tax planning from causing concerns or issues with your business or personal affairs. When you use a lawyer for tax planning, your file is protected by solicitor-client privilege.