Practice Areas

Dwyer Tax Law focuses on tax and estate planning strategies.  This includes the preparation and implementation of customized estate and succession plans based on the client’s unique planning goals.  Plans make use of numerous planning tools, including various types of living and testamentary trusts, corporate reorganizations, wills, probate bypass structures, family shareholder agreements for family corporations, income-splitting strategies, and advance positioning to take advantage of post-mortem planning strategies.

Tax and Estate Planning

  • Business Structures
  • Incorporations
  • Partnerships and Partnership Agreements
  • Joint Ventures and Joint Venture Agreements
  • Co-ownership Arrangements
  • Family Business Structures
  • Tax-Deferred Corporate Reorganizations
  • Inbound Investment Structures
  • Outbound Investment Structures
  • Foreign Affiliates
  • Living (Inter Vivos) Trusts
  • Alter Ego, Joint Spousal and Spousal Trusts
  • Tax-Planned Immigration to Canada (Immigration Trusts)
  • Tax-Planned Emigration from Canada
  • Inheritances from Non-Residents (Granny Trusts)
  • Cross-Border Planning
  • Testamentary Trusts (Will Trusts)
  • Tax-Planned Wills
  • Alternatives to Wills
  • Avoidance of Wills Variation Act Claims
  • Intergenerational Wealth Transfers
  • United States Citizens living in Canada
  • Powers of Attorney
  • Representation Agreements
  • Shareholder Agreements
  • Buy-Sell Agreements

Estate Administration

  • Post-Mortem Tax Planning
  • Probating of Wills
  • General Estate Administration

Tax Litigation and Dispute Resolution

  • Audit Representation
  • Notices of Objections
  • Appeals to Tax Court
  • Defence to Tax Evasion Charges
  • Voluntary Disclosure (tax amnesty)
  • Canada Revenue Agency Requirements
  • Canada Revenue Agency Searches