Strategic Tax Counsel

Sullivan Mahoney LLP’s tax lawyers provide sophisticated and practical tax advice regarding a broad range of tax matters, including tax efficient planning and structuring, tax risk and exposure assessments, tax audit assistance, and tax litigation and dispute resolution. We are routinely referred by Niagara’s top accounting firms, wealth managers and business advisors for advice on highly sensitive tax issues, and are trusted by many of the region’s premier small, medium and large businesses.

Tax Planning, Advisory and Structuring

Our tax planning and advisory team assists individuals and businesses with their tax structures, wealth management, succession plans and complex business transactions. Our lawyers have extensive experience in mergers and acquisitions, business reorganizations, tax efficiency planning and cross-border taxation. Whether you are just getting your business off the ground, growing your business or need to reorganize your business, our tax lawyers can ensure that your moves are legally sound and tax efficient.

Tax Appeals, Litigation and Dispute Resolution

Our tax team includes experienced tax litigators who have successfully resolved complex disputes with the Canada Revenue Agency (CRA), including disputes concerning income tax, the GST/HST, cross-border tax, allegations of tax avoidance schemes, tax withholding and source deduction requirements, tax credit claims, and director liability for outstanding taxes.

If you are under audit or investigation by the CRA or are considering an appeal of your tax assessment, our tax litigators can ensure that you are putting your best foot forward at each stage of the process, your rights of appeal are not compromised and that you do not miss critical opportunities to negotiate favourable settlements.

OUR EXPERTISE INCLUDES:

• Tax risk assessment and advisory
• Personal, business and wealth management tax planning
• Corporate reorganizations
• Trusts, estate and succession planning
• Tax appeals, litigation and dispute resolution
• Taxpayer relief requests
• Judicial review of the CRA’s discretionary powers in tax matters