Tax Services
An effective income tax plan is an integral part of any successful financial strategy. To minimize tax and achieve financial goals, our clients regularly call on Legacy for advice and representation.
Our clients include corporations of all sizes, owner-managed businesses, as well as individuals with significant tax considerations, charities, foundations and benefactors who require assistance with their tax-planned giving.
Particular areas of expertise include advising clients on a wide range of issues affected by taxation including:
- Personal taxation, including trusts and estates;
- Family-owned businesses, including succession and transition;
- Investment enhancement strategies, including minimizing taxation on share redemptions;
- Corporate reorganizations, dispositions, mergers and acquisitions;
- International transactions with particular expertise in U.S. / Canada cross border tax; and
- International business taxation, including international corporations doing business in Canada and Canadian corporations with operations abroad.
Where required, we also work with clients seeking representation in tax litigation before the Tax Court of Canada, the Provincial Courts, and the Federal Court of Appeal.
For additional information please contact any of the following
principals:
Domestic and International Tax
Robert B. Carrothers, rcarrothers@legacylawyers.ca
(604) 631-1216
Elaine E. Reynolds, ereynolds@legacylawyers.com
(604) 269-9446
James P Shumka, jshumka@legacylawyers.com
(604) 542-1445 or
Nick Smith, nsmith@legacylawyers.ca
(604) 631-1207
Ian Worland, iworland@legacylawyers.ca
(604) 631-1220
US/Canada Cross Border Tax
Elaine E. Reynolds, ereynolds@legacylawyers.com
(604) 269-9446
Sales and Goods & Services Tax
James P Shumka, jshumka@legacylawyers.com
(604) 542-1445 or
Nick Smith, nsmith@legacylawyers.ca
(604) 631-1207
Ian Worland, iworland@legacylawyers.ca
(604) 631-1220
Tax Litigation
James P Shumka, jshumka@legacylawyers.com
(604) 542-1445 or
Ian Worland, iworland@legacylawyers.ca
(604) 631-1220
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