Tax Planning Services

If you have tax questions or want to plan for the future to ensure you’re paying the least amount of tax possible, tax planning is the ideal solution. A Toronto tax lawyer can help ensure your plan is legally sound and tailored to your specific tax situation.

Proper tax planning can make a significant difference in what you owe today and in the long run.

Because individuals, corporations, and trusts are all taxed differently, effective planning requires a tailored approach that respects the specific rules for each.

Areas We Can Help With

We assist clients with a wide range of planning strategies, including:

• Income splitting;
• Rollovers;
• Estate freeze and succession planning;
• Pipeline transactions;
• Corporate reorganizations and restructurings;
• Principal residence exemption planning;
• Trust creation and trust reviews;
• Asset purchases and sales;
• Lifetime capital gains exemption (LCGE) planning;
• Share purchase and sale structuring;
• Employee stock option agreements; and
• Many more.

Why Work with Kirshen Tax Law?

As Toronto tax lawyers with extensive experience, we take the time to review your personal or business situation and create a comprehensive plan that helps reduce your tax burden. Our advice is always practical, legally sound, and focused on long-term savings.

In many cases, there are tax strategies available that the average taxpayer wouldn’t know exist. Sometimes, a few simple maneuvers can mean the difference between paying tax now or deferring it to a future year.

When you contact us, we walk through all your options and create a strategy that works best for your goals, whether you’re growing a business, planning for retirement, or transferring wealth.

Book a Free Consultation

Contact us today for a free consultation and speak with a Toronto tax lawyer who understands how to structure your affairs for maximum tax efficiency.