Tax Law

Navarrete Perinot p.c. has extensive experience in dealing with both domestic and international tax and related matters. Our expertise includes:

  • Domestic and International Tax Planning
  • Investment Products
  • Tax Litigation and Dispute Resolution
  • Mergers and Acquisitions
  • GST, Sales and Commodity Taxes
  • Trusts, Estates and Succession Planning
  • Customs and Domestic Trade Remedies
  • Charities and Not-for-Profit Entities

TAX ADVICE AND PLANNING

Our lawyers are able to provide their clients with the proper legal advice on how they can achieve their business or personal objectives in the most tax-efficient manner. An effective tax plan is a crucial component to any successful financial scheme. Our expertise in this area focuses of the following range of issues:

  • Personal taxation, including trusts and estates and general tax planning;
  • Investment enhancement strategies, including minimizing taxation on share redemptions;
  • Corporate reorganizations, dispositions, mergers and acquisitions;
  • International transactions;
  • International business taxation, including international corporations doing business in Canada and Canadian corporations with operations abroad;
  • Mergers and acquisitions, including corresponding demergers and divisive reorganizations;
  • Advice to businesses, banks and other financial institutions;
  • Public financings, private placements, derivatives;
  • Initial public offerings;
  • Capital taxes;
  • Employment compensation and pension arrangements.

TRUSTS, ESTATES & ESTATE PLANNING

Our estate and trust lawyers regularly advise individuals, trust companies and charitable organizations on estate planning and estate administration matters. Our work includes:

  • preparation of wills, powers of attorney and representation agreements;
  • implementation and administration of family trusts;
  • corporate reorganizations related to estate planning;
  • estate administration;
  • estate and trust litigation;
  • advising trustees on their duties and obligations;
  • advising trustees and beneficiaries regarding estate accounts and trustees fees;
  • probate avoidance;
  • estate freezes;
  • asset protection and wealth preservation planning.

CHARITIES AND NOT-FOR-PROFITS

Our firm regularly advises clients on a number of matter involving charities and not-for-profits, including corporate law matters, trusts and estates, and in some circumstances real estate, taxation, employment and general business law – on matters ranging from obtaining charitable registration status from the Canada Customs and Revenue Agency, issues of corporate governance and planned giving, tax planning, and compliance with applicable provincial and federal statutes and regulations.

PENSIONS & HEALTH & WELFARE PLANS

Our Pensions & Employee Benefits practice generally includes work in the following areas:

  • structuring and establishment of pension and benefit plans;
  • group insurance arrangements;
  • taxation;
  • fiduciary responsibilities;
  • questions of surplus entitlement;
  • the implications of planned acquisitions, mergers, reorganizations and spin-offs;
  • executive compensation arrangements such as offshore trusts compensation arrangements, equity compensation, executive terminations, retiring allowances and deferred income arrangements.

RELATED LITIGATION

Navarrete Perinot P.C. offers its client full tax litigation services in regards to trust and estate matters whether arising from a tax reassessment or a charge of tax evasion and includes the following:

  • Advising on how to report and file specific matters.
  • Advising on how to deal with audits as well as issues that arise during audits.
  • Advising on whether to appeal a tax reassessment.
  • Conducting appeals of tax reassessments through all stages of the appeal process (including court hearings).
  • representation of clients in tax litigation before the Tax Court of Canada, the Provincial Courts, and the Federal Court of Appeal
  • Defending taxpayers charged with tax evasion.

For further information please contact us at info@nplaw.ca.