
Tax
- Overview
- Who To Contact
- Representative Matters
- Recent Developments
The Aird & Berlis Tax Group is highly regarded on a national and international basis for domestic and international tax planning, structuring of business transactions and resolving tax disputes. Our lawyers are recognized for innovative domestic and international tax planning and for the development of creative structures. Other law firms and accounting firms regularly seek the expertise of our Tax Group to serve their clients more effectively.
We provide advice on the structuring of all types of business transactions, including mergers and acquisitions, reorganizations, plans of arrangement, financings and sale transactions. We also assist the owners of private corporations in doing succession planning. Lawyers from our Tax Group work closely with our Capital Markets Group and Corporate/Commercial Group to ensure that business transactions, arrangements and strategies produce the most favourable tax consequences possible.
As a result of our strong technical expertise and superior negotiating skills, we are able to successfully represent clients seeking advance tax rulings, handling audits, disputing and negotiating the settlement of tax reassessments and, if necessary, appearing on their behalf in the Tax Court and appellate courts of Canada.
Contacts
Group Members
Representative Matters
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Aird & Berlis Acts for the Ontario Ministry of Economic Development in its Winning Bid for Volkswagen Gigafactory
The Ontario Ministry of Economic Development, Job Creation and Trade successfully bid for Volkswagen’s first overseas gigafactory, which will be built in St. Thomas. -
Aird & Berlis Successful in Pivotal Tax Court Appeal
CFI Funding Trust successfully obtained input tax credits related to HST payable on prepaid rents under a lease securitization structure. -
Federal Court of Appeal Upholds Orthodontist's Entitlement to ITCs
On April 12, 2023, the Federal Court of Appeal ruled in favour of Dr. Kevin Davis, upholding the Tax Court’s decision that Dr. Davis is entitled to claim input tax credits in respect of orthodontic ap... -
Zoeller Company Acquires the Burke Group
Aird & Berlis successfully represented Zoeller Company in the acquisition of all the issued and outstanding shares of the Burke Group. -
Federated Capital Corp. and Fax Investments Inc. Acquire FAX Capital Corp. for $80.5 Million
Federated Capital Corp. and Fax Investments Inc., entities controlled by the Driscoll family, indirectly acquired all of the remaining outstanding subordinated voting shares of FAX Capital Corp. (TSX:... -
Federal Court Dismisses Motion to Strike Judicial Review Application on Voluntary Disclosure
On March 13, 2022, a prothonotary of the Federal Court of Canada dismissed the Crown’s motion to strike the judicial review application of Milgram Foundation. -
Tax Court Allows Unclaimed Rebates for Tax Paid in Error to Subcontractors
On March 17, 2022, The Tax Court of Canada allowed the GST/HST appeal of Mediclean Incorporated, a professional cleaning service company that engages cleaners as subcontractors to provide these servic... -
Allied Properties REIT Acquires Urban Office Portfolio for $794 Million
On March 31, 2022, Allied Properties Real Estate Investment Trust, a leading operator of distinctive urban workspace in Canada’s major cities and network-dense urban data centres in Toronto, completed... -
Signet Healthcare Partners Completes Growth Equity Investment in Juno Pharmaceuticals Corp.
Juno Pharmaceuticals Corp., a Canadian specialty generics pharmaceuticals company, announced that it had received a strategic growth investment from Signet Healthcare Partners, a New York-based health... -
SQI Diagnostics Acquires Precision Biomonitoring’s Human Diagnostic Testing Business
On February 14, 2022, SQI Diagnostics Inc., a leader in the science of lung health that develops and manufactures respiratory health and precision medical tests, completed the acquisition of the asset...
Recent Developments
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Article
Budget 2023: Raising the Stakes for Aggressive Tax Planning
Canada's federal budget was released on March 28, 2023, establishing significant tax measures and containing various proposals to amend the Income Tax Act (Canada) and the Excise Tax Act (Canada). -
Firm News
Aird & Berlis Recognized in 2023 Canadian Legal Lexpert Directory
The Canadian Legal Lexpert Directory has recognized 51 partners at the firm as leading lawyers across 33 different practice areas. Aird & Berlis was also recognized at the firm level across 15 differe... -
Article
Underused Housing Tax Reporting Requirements for Bare Trusts and Nominee Corporations
Bare trust or nominee corporations holding residential property in Canada on December 31 are required to file an Underused Housing Tax Return by April 30 of the following calendar year. The inaugural ... -
News Item
Aird & Berlis Recognized in the Chambers Global Guide 2023
Aird & Berlis is pleased to announce it has been recognized at the firm and individual level in the 2023 edition of the Chambers Global Guide. The firm was recognized as a leader in the areas of Tax a... -
Firm News
Aird & Berlis Welcomes Nine New Partners
Aird & Berlis is pleased to announce that Meaghan Barrett, Jacob Brown, Holly Cunliffe, Alex Kagan, Amy Marcen-Gaudaur, Dasha Peregoudova, Stefan Radovanovich, Russell Sanders and Leah Silber have bec... -
Article
Toronto Vacant Home Tax Occupancy Declarations Due Before February 2, 2023
All residential property owners in Toronto are required to declare the occupancy status of their property or properties, even if the property is occupied. The City of Toronto has sent yellow notices b... -
Firm News
12th Annual IBA Finance & Capital Markets Conference
Aird & Berlis International Tax Group Leader Jack Bernstein is honoured to be chairing the IBA Finance and Capital Markets Conference for the 12th consecutive year. -
Firm News
Marni Pernica Named a 2022 Lexpert Rising Star: Canada’s Leading Lawyers Under 40
Congratulations to Marni Pernica on being named a 2022 Lexpert Rising Star! The Lexpert Rising Stars Awards honour leading lawyers under 40 from law firms, in-house departments and other practices. -
Firm News
Aird & Berlis Named One of Canada’s Best Law Firms 2023 by The Globe and Mail
Aird & Berlis is pleased to announce its inclusion in The Globe and Mail’s Canada’s Best Law Firms 2023 list. For a second year, The Globe and Mail's Report on Business magazine partnered with Statist... -
Article
New Trust Reporting Rules Delayed
On Friday, November 4, 2022, the Minister of Finance tabled draft legislation proposing that the new trust reporting rules, including the reporting rules applicable to bare trusts, would be delayed by... -
Firm News
2022 Edition of Doing Business in Canada Now Available!
Aird & Berlis is pleased to present the 2022 edition of Doing Business in Canada. This publication was developed to provide a general overview of Canadian federal and Ontario law, and is intended for ... -
Firm News
Aird & Berlis Recognized in Chambers Canada 2023
Aird & Berlis is pleased to announce its inclusion in the 2023 edition of the Chambers Canada Legal Guide. The firm was recognized as a leader across seven different practice areas. Twenty of the firm... -
Firm News
Aird & Berlis Welcomes New Partner Manjit Singh
We are pleased to announce that Manjit Singh has joined the firm as a partner and member of our Tax and Estates & Trusts Groups. -
Firm News
88 Aird & Berlis Lawyers Recognized in The Best Lawyers in Canada 2023
Aird & Berlis is proud to announce that 88 members of the firm were selected by their peers for inclusion in the 2023 edition of The Best Lawyers in Canada. The firm is recognized across 43 practice ... -
Firm News
Aird & Berlis Recognized as Leading Firm in Chambers High Net Worth 2022
Aird & Berlis is proud to be recognized as one of the top professional advisers to high net worth individuals in Chambers and Partners’ High Net Worth 2022 guide, in the areas of Private Wealth Law (C... -
Firm News
Aird & Berlis Welcomes New Partner Michael A. Selchen
We are pleased to announce that Michael A. Selchen has joined the firm as a partner and member of our Tax and Estates & Trusts Groups.