The Farris Tax team represents a broad range of domestic, international, and public and private clients, and works closely with the Farris Corporate and Securities teams to provide integrated, tax efficient solutions.
Our taxation services include:
Corporate Tax Law
- Mergers, Acquisitions, and Divestitures
- Financing
- Reorganizations
- Real Estate
- International and Cross Border
- Compliance and Reporting
- Audits and Dispute Resolution
- Charities and Non-Profits
Personal Tax Law
- Wealth and Asset Preservation
- Succession Planning
- Structuring Charitable Gifts
- Also see Wealth Management
Mergers, Acquisitions & Divestitures Law
- Mergers, acquisitions, buyouts, and joint ventures
- Optimizing transaction efficiencies through deal structuring
- Advising on transaction alternatives
- Pre-transaction
- Due diligence and risk assessments
- Structuring and reorganizations
- Spin-offs and other divestitures
- Post-Transaction structuring
Financing
- Debt and minority, preferred, and side-by-side equity investments
- Structuring IPO’s, secondary offerings, and other debt and equity securities transactions
- Structured finance, project finance, derivatives, and leasing transactions
- Loss utilization strategies
- Tax opinions for prospectuses and other public disclosure documents
- Fund formation
Reorganizations
- Structuring and implementing complex corporate reorganizations
- Spin-offs
- Recapitalizations
- Capital restructurings
- Partnerships and other joint venture transactions
Real Estate
- Real estate investment
- Real estate acquisitions and divestitures
- REITs (real estate investment trusts)
International and Cross Border
- Cross-border financings
- Mergers and acquisitions
- Divestitures and investments
- Reorganizations and restructuring
- Off-shore planning
- Joint ventures
- Treaty issues, foreign tax credits, and withholding taxes
Compliance and Reporting
- Advising on compliance matters
- Advising and defending reporting positions
- Securing tax rulings and technical interpretations
Audits and Litigation
- Handling tax audits
- Canada Revenue Agency appeals
- Tax litigations
Charities and Non-Profits
- Formation and structuring of appropriate entities
- Corporate governance
- Organization and administration of trusts
Wealth and Asset Preservation
- Income splitting and attribution strategies
- Maximizing capital gains exemptions
- Family trusts
- Insurance strategies
- Spin-outs
- Shareholder agreements
Succession Planning
- Estate Freezes
- Family trusts
- Wills
- Post-mortem planning
Structuring Charitable Gifts
- Directed gifts
- Private foundations