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Tax Planning

Innovative and original ideas to advance your business objectives

Our tax law group has the strategic skills, insight and experience to help you achieve your goals. As we have offices in major business centers across Canada, you benefit from comprehensive support, based on a collaborative approach.

" McCarthy Tétrault's 'excellent team' secures praise from clients for its 'very good knowledge of business' and its 'very quick turnaround on complex issues.' "
Legal 500, Tax (Client Interview)

Our tax expertise and knowledge of Canada's tax system are widely recognized. By helping our clients navigate the Canadian and cross-border tax aspects of various transactions, including mergers and acquisitions of public and private companies, restructurings, as well as financings and securitizations, we approach tax issues with clarity and pragmatism. complexities that might otherwise distract from business objectives. We've helped close some of the most innovative and high-profile deals in Canada.

Influential leaders in the driving seat

With a unique perspective and knowledge, many of our tax lawyers have served on advisory committees with senior government officials and provided recommendations to the Department of Finance regarding legislative changes to Canada's tax laws. You benefit from our deep understanding and experience in developing policies that may impact your business. Our team also leads the editorial staff of Canada Tax Service  – a Thomson Reuters publication that provides the most comprehensive and in-depth analysis of Canada's federal income tax system, making us experts in most trusted tax professionals of all tax professionals in Canada.

Superior support for all your tax needs

We guide you through all your tax procedures, because your success is important to us. Our clients regularly call on us for strategic advice and practical assistance in all aspects of tax law, including:

Mergers, acquisitions and restructurings  — takeover bids, acquisitions and disposals of assets; planning of amalgamations for tax purposes; splits; and public-private partnerships.

Capital markets  — development of complex financial products and instruments, equity and hybrid securities; financing of major projects; income and investment funds; securitizations; and pooled investment vehicles, including segregated funds and mutual funds.

International taxation  — arrangement of investments in Canada by non-residents; arranging investments by Canadian residents in foreign business ventures and ventures; and cross-border corporate group structures that are tax efficient.

Energy and Infrastructure  — advising clients in mining, oil and gas, pipelines, power generation, transmission and distribution, and energy trading; establishment, mergers and acquisitions of royalty trusts; flow-through share financings; purchase and sale of resource assets; mergers, acquisitions and restructurings of resource companies; agreements with Aboriginal organizations and day-to-day tax advice.

Technology  — license agreements; minimization of Canadian tax deductions and e-commerce.

Financial institutions  — planning for banks, life insurance companies, mutual funds, pension funds and other financial institutions.

Sales and Commodity Taxes  — advice on all aspects of sales tax relating to transactions of a specific and complex nature; developing effective sales tax investment structures; audit defense and dispute management services regarding audits and sales tax assessments.

Private equity and investments — participation in the formation of private equity funds in a wide range of business sectors; structuring initial asset acquisitions and exit strategies; establishment of compensation strategies for fund managers; advising investors on all matters relating to the acquisition of interests in private equity funds, including the negotiation of limited partnership agreements and side letters.

Sovereign Wealth Funds  — arranging cross-border investments in private equity funds and Canadian companies; developing and structuring co-investment opportunities.

Other tax exemptions  — advising tax-exempt entities on mergers and acquisitions of public and private companies, investments in private equity and venture capital funds, infrastructure and renewable energy projects, as well as than on other issues relating to their tax-exempt status.

Access expert advice and comprehensive support from a team that knows tax inside and out.

Tax Perspectives: Review of 2023 & 2024 Outlook

Tax Perspectives: Review of 2023 & 2024 Outlook

Read the report here