Taxation,Tax Planning & Tax Litigation

Our tax team provides sophisticated solutions to our clients’ most complex issues. Working closely with the Corporate, Commercial & Securities team, as well as the Mergers, Acquisitions & Finance group, we assists clients with the tax implications of their business from startup through exit.

Additionally, the team has helped clients during the audit, reassessment, objection and appeals stage of the tax litigation process and represented clients in the Tax Court of Canada and the Federal Court of Appeal.

Our areas of practice include:

  • Tax Planning for Individuals and Businesses
    • Reorganizing business structures to improve tax efficiencies
    • Family trusts
    • Developing and implementing estate plans
    • Use of testamentary trusts and dual wills
  • Employee Remuneration Strategies
    • Employee Stock Option Plans, Employee Trusts, Restricted Stock
    • Tax effects to the employee and employer
  • Cross-Border Tax Issues
    • Monitoring CCPC status
    • Exchangeable Share Structures
    • Inbound/Outbound investments
    • Cross-border executives
  • Business Succession
    • Estate freezes
    • Management buyouts
    • Intergenerational transfers
  • Commodities Taxes
  • M&A Support
    • Structuring the deal on tax-efficient basis
    • Tax-specific representations and risks
  • Dispute Resolution
    • Objections and Appeals
    • Income tax (personal, corporate), SR&ED, GST/HST, EI/CPP
  • Formation and registration of Charities and Not-for-Profit Entities

Our Tax team includes: Paul LaBarge, Estelle Duez, Dineen Beath, and Suzanne Pellerin.

Keeping in Touch with LW

Want to stay up to date with what’s happening at LW? Subscribe to our newsletter.