Tax Litigation

Tax Advisory and Structuring

What you need to know about Tax Advisory and Structuring

We specialize in crafting effective tax strategies to manage and preserve wealth for owner managers. Our seasoned lawyers offer tailored advice on a spectrum of intricate personal tax areas, including trust planning, estate freezes, and income splitting techniques. As trusted advisors, we guide family businesses and private companies from inception through growth, succession planning, and the implementation of tax-effective sale strategies, providing a fully integrated approach to tax planning.

How we help with Tax Advisory and Structuring

We’ll schedule a complimentary 30 minute consultation. This session allows us to understand the details of your tax situation and how we can help.

If you are uncertain about the tax treatment of a past transaction, we can provide clarity through issuing a legal opinion or working directly with your existing advisors to reach clarity.

We can review your existing corporate structure and provide advice about alternative arrangements that could reduce your risks or improve your tax efficiency.

In addition to planning corporate reorganizations, we can also implement transactions which have been proposed by tax accountants or other advisors.

We provide continuous support throughout the implementation of the advised strategies, ensuring a seamless execution of the proposed tax structuring while keeping you informed of progress.

Throughout the process, we communicate with you and your advisors to ensure you understand what we are doing and why.

Wonderful experience

The Beitel team was fantastic to work with and helped us navigate some complex issues. Their knowledge and expertise are second to none. Definitely would recommend their team if you have a tax challenge.
Mathew Fernandez