Utilize innovative tax planning techniques to optimize finances within legal boundaries. Explore deductions, credits, and tactics to boost flexibility and move towards success. These strategies can cut costs and enhance financial health.
Tax Services
Corporate Tax Planning & Reorganizations
Our firm caters to all significant sectors of the economy, including healthcare, mining, real estate development, and transportation, with a diverse and seasoned team of tax advisors.
We offer sophisticated, yet practical, solutions to the distinct challenges that business entities and their owners face. Our corporate advisory services cover the full spectrum of tax-related business planning, from corporate reorganizations and consolidations to mergers and acquisitions, divestitures, structured finance, and tax-driven transactions. By considering executive compensation, shareholder taxation, and corporate governance implications, we deliver a comprehensive approach to corporate tax planning, whether it's transactional, operational, or structural.
Our expertise also spans international borders, forming a key component of our extensive cross-border and international tax planning services. We regularly support clients from a variety of foreign jurisdictions who are investing or conducting business in Canada, as well as Canadian enterprises with international operations. Our team is equipped with the knowledge and experience necessary to manage all facets of Canadian tax planning for businesses.
Charities & NPOs
We guide clients through the process of registering as Non-Profit Organizations (NPOs) and securing charitable status, working in close partnership with Boards to achieve their objectives. Our broad experience with a variety of charities has endowed us with deep insights into the Income Tax laws pertinent to this sector, including those that regulate everyday activities and those that shape long-term strategies.
We have counseled numerous charities on the acquisition of real estate, the associated financing, and the structuring thereof. Our consultancy has extended to matters of donation receipting, split-donations, split-receipting for private independent schools and colleges, the donation of life insurance policies, the donation of capital property, compensation arrangements for both local and international speakers, tax regulations concerning fundraising, cemetery transactions, and the application of excise tax to general transactions.
Transactions Planning
At times, intricate and timely advice is crucial before executing business transactions, including buying or selling corporate shares, structuring debt for investment, engaging in acquisitions and mergers, finalizing real estate deals, conducting business due diligence, managing corporate distributions, and funding assets and deals.
Our team of experts possesses the necessary depth and breadth of industry knowledge, which, when combined with our network of other professionals, provides you with the timely edge needed for these transactions.
Estate Planning
Estate planning in Canada is a vital step in protecting your loved ones and ensuring your wishes are carried out with clarity and care. It goes beyond just distributing your assets—it’s about preserving your wealth, minimizing taxes, and reducing the burden on your family during difficult times. Whether it’s creating a comprehensive will, setting up trusts, or navigating tax-efficient strategies under Canadian laws, a well-thought-out estate plan gives you control over your legacy.
At Ali & Associates, we specialize in helping Canadians plan for the future. Our estate planning services include reviewing wills, powers of attorney, designating beneficiaries, and help creating trusts to protect your estate. We work with you to address critical considerations such as probate planning, RRSP and TFSA transfers, charitable giving, and succession planning for family businesses.
Take the first step today to ensure your family’s financial security, reduce potential conflicts, and create a lasting impact for the next generation. Let us guide you through the complexities of estate planning in Canada, so you can plan confidently and leave a meaningful legacy.
Tax Representations
Our Taxpayer Representation team possesses the expertise and experience necessary to help our clients resolve disputes with the Canada Revenue Agency and provincial tax authorities both successfully and efficiently.
We assist individuals and businesses from the onset of an audit to the end of the appeals process, managing the flow of information throughout.
Additionally, we have guided numerous clients in declaring previously unreported income and assets via the voluntary disclosure program, leveraging our proficiency to protect them from prosecution and secure the most advantageous outcome.
International Tax
Our tax specialists are actively engaged in delivering essential tax planning guidance to Canadian entities looking to grow internationally.
Our clientele includes both Canadian and foreign-based individuals and corporations aiming to establish a presence in Canada or overseas, focusing on corporate structure and financing.
Our advisory expertise encompasses issues related to cross-border mergers and acquisitions, international expansions, selecting tax-efficient holding company locations, developing and implementing cross-border financing and treasury operations, controlled foreign company tax planning, income tax treaties, profit repatriation, loss utilization, and transfer pricing.
We boast an extensive international network of professionals, which, combined with our counsel, guarantees an ongoing comprehension of global issues affecting cross-border investments. This well-established network ensures prompt access to, and coordination of, foreign advice, guaranteeing timely, innovative, and superior quality counsel across multiple jurisdictions.