Practice Areas

Tax Planning Services

Alpert Law Firm is dedicated to working with clients and their accountants and other professional advisors to design tax plans for entrepreneurs, high net worth individuals and corporations that minimise and defer taxes in order to preserve wealth in a timely and cost-effective manner.

Howard Alpert, C.S. is certified by the Law Society as a Certified Specialist in Taxation Law and a Certified Specialist in Corporate & Commercial Law, and is also recognized as an expert in Estates and Trusts Law. Andrew Peddle, M.B.A. J.D. is an associate lawyer specializing in tax dispute resolution, tax litigation and taxation and estate planning services.

Our team provides detailed planning, research implementation and documentation services in the following areas:

  • Advance Tax Rulings
  • Asset Protection
  • Asset Purchase Transactions
  • Business Succession Planning
  • Butterfly Transactions
  • Capital Gains Exemptions
  • Corporate and Commercial Transactions
  • Corporate Reorganisations, Rollovers and Spin-offs
  • Employee Stock Options
  • Estate Freezes
  • Family Trusts and Alter-Ego Trusts
  • Gift Planning
  • GST/HST Exemptions
  • Holding Companies
  • Income Attribution
  • Independent Contractors vs. Employees
  • Land Transfer Tax Exemptions and Deferrals
  • Partnerships and Joint Ventures
  • Post-Mortem Estate Planning
  • Probate Fees Minimization and Deferral
  • Property Transfers
  • Related Party Transactions
  • Share Purchase Transactions
  • Shareholder Agreements
  • Tax and Estate Planning
  • Wealth Preservation
  • Wills and Multiple Wills
  • Winding Up Corporations, Partnerships and Trusts

We are constantly upgrading our professional skills and knowledge, with unique tax law analysis, up-to-the-minute tax reform information and detailed research. We also provide dependable and personal service. Our popular newsletters and seminars provide important legal insights.