Expertise Detail



Tax Planning

You need sophisticated tax strategies and structures that support your business objectives to deal with today’s increasingly complex and multijurisdictional tax issues. 

McCarthy Tétrault’s Tax Group has the strategic skills, insight and experience to help you achieve your business objectives in a tax-efficient manner.

We have provided expert tax advice in connection with numerous innovative business transactions, including conversion of corporations to income funds, tier-one capital financings by Canadian banks and multinational insurance companies, as well as one of Canada’s most significant government privatization transactions, structured financings, securitizations, and public and private mergers & acquisitions.

Many of our tax lawyers have served on advisory committees with senior government officials or on secondments to the Rulings Directorate of the Canada Revenue Agency (CRA). This experience helps us provide you with important insights into the development of tax policy, legislation and administrative practice. We frequently provide recommendations to the Department of Finance on legislative amendments to Canada’s tax laws.

Through our offices in major business centres across Canada, you profit from our astute national perspective and firm grasp of local and regional affairs. 

Our seasoned practitioners provide comprehensive tax services focused in six key areas:

Capital Markets

  • development of innovative debt, equity and hybrid securities;
  • major project financing;
  • income and investment funds;
  • securitizations;
  • pooled investment vehicles, including segregated funds and mutual funds; and
  • product development for RRSP and pension plan market.

Mergers, Acquisitions and Reorganizations

  • takeover bids, private acquisitions and divestitures;
  • tax consolidation planning;
  • spin-offs; and
  • public-private partnerships.

International Tax Services

  • structuring in-bound investments by non-residents to:
    • minimize current taxation by Canada;
    • minimize taxation upon exiting the investment;
  • structuring out-bound investments by Canadian corporations in foreign projects and business enterprises to maximize benefits from Canada’s foreign affiliate taxation system; and
  • tax-efficient cross-border corporate group structures.

Financial Institutions

  • planning for banks, life insurance corporations, mutual funds, pension funds and other financial institutions; and
  • development of tier-one capital financings by financial institutions.

Energy

  • establishment, mergers & acquisitions of royalty trusts;
  • flow-through share financings;
  • resource property purchase and sale;
  • mergers, acquisitions and reorganizations of resource corporations;
  • agreements with Aboriginal organizations; and
  • advising clients engaged in mining, oil and gas, pipelines, electricity generation, transmission and distribution and energy trading.

Technology & Licensing

  • licensing agreements;
  • minimization of Canadian withholding taxes; and
  • e-commerce.


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For more information, please contact:

CALGARY

Robert W. Nearing
403-260-3678
rnearing@mccarthy.ca
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MONTREAL

Christian Meighen
514-397-4165
cmeighen@mccarthy.ca
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TORONTO

Patrick McCay
416-601-7908
pmccay@mccarthy.ca
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VANCOUVER

TJ Kang
604-643-7921
tkang@mccarthy.ca
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