Tax
- Overview
- Who To Contact
- Representative Matters
- Video Content
- 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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Allied Properties REIT Completes Acquisition of Ownership Interest in 400 West Georgia and Increased Ownership Interest in 19 Duncan
On April 1, 2024, Allied Properties REIT completed the acquisition from Westbank for an aggregate property value of $920.7 million. -
Supreme Court of Canada Denies Leave in Davis Dentistry
The decision ensures dental appliances are unconditionally zero-rated for GST/HST purposes. As such, orthodontists and dentists are entitled to recover GST/HST paid on inputs attributable to the suppl... -
L.F. Management and Investment Successful in Tax Court of Canada Decision
The Tax Court of Canada released the decision of L.F. Management and Investment S.A.R.L. v. The King, 2023 TCC 167, which addresses beneficial ownership and the general anti-avoidance rule in the cont... -
Allied Properties REIT Completes Sale of Urban Datacentre Portfolio for $1.35 Billion
On August 16, 2023, Allied Properties Real Estate Investment Trust, a leading operator of distinctive urban workspace in Canada’s major cities, announced that it has completed the sale of its network-... -
Delta Consulting Group Acquires Froese Forensic Partners
This strategic move marks a significant milestone for Delta as it expands its service offerings and establishes a strong presence in the Canadian market. -
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:...
Related Videos
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Tax Litigation Video Series - Recent Changes to the GAAR
In the latest instalment of our Tax Litigation Video Series, Monica Carinci dives into two recent changes to Canada's General Anti-Avoidance Rule (GAAR).Read more -
Tax Litigation Video Series - Keeping Your Business' Books and Records
How long should you keep your business' books and records for? The answer is more complex than you might think!Read more -
Tax Litigation Video Series - What to Do After Your CRA Tax Assessment
What happens after the CRA assesses you? Find out in the latest instalment of our Tax Litigation Video Series, where Angelo Gentile explains the importance of dealing with collections issues after rec...Read more
Recent Developments
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Firm News
14th Annual IBA Finance & Capital Markets Tax Conference
Jack Bernstein will chair the 14th Annual IBA Finance & Capital Markets Tax Conference in London on January 20-21, 2025, with Francesco Gucciardo and Christopher Slade as panellists. -
Article
Property Tax Reminder: Toronto Vacant Home Tax Portal Is Now Open
This article alerts property owners that Toronto's Vacant Home Tax portal is now open, with key changes including a 3% tax rate, extended declaration deadlines and updated exemptions for the 2024 taxa... -
Firm News
Aird & Berlis Recognized in The Legal 500 Canada 2025
Aird & Berlis is proud to be recognized by The Legal 500 Canada as a leading firm across 13 different practice areas. -
Firm News
Aird & Berlis Recognized in Inaugural Edition of Best Law Firms in Canada
Aird & Berlis is proud to be recognized in the inaugural edition of the Best Law Firms in Canada with 61 rankings across 41 practice areas. The firm received 18 national rankings and 43 regional ranki... -
Article
CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2024
The Canada Revenue Agency has exempted bare trusts from filing a T3 Return and Schedule 15 for the 2024 tax year unless specifically requested. -
Firm News
Aird & Berlis Named One of Canada’s Best Law Firms 2025 by The Globe and Mail
Aird & Berlis is pleased to announce its inclusion in The Globe and Mail’s Canada’s Best Law Firms 2025 list. For a fourth year, The Globe and Mail's Report on Business magazine partnered with Statist... -
Firm News
Aird & Berlis Recognized in Chambers Canada 2025
Aird & Berlis is pleased to announce its inclusion in the 2025 edition of the Chambers Canada Legal Guide. The firm was recognized as a leader across 12 different practice areas. 34 of the firm’s lawy... -
News Item
112 Aird & Berlis Lawyers Recognized in The Best Lawyers in Canada 2025
Aird & Berlis is proud to announce that 112 members of the firm were selected by their peers for inclusion in the 2025 edition of The Best Lawyers in Canada. We are also pleased to share that an addit... -
Firm News
Aird & Berlis Partners Recognized as 2025 ITR World Tax Leaders
We’re pleased to announce that 10 partners at the firm have been recognized as 2025 ITR World Tax Leaders. Aird & Berlis is also recognized at the firm level in the areas of Tax and Tax Controversy. -
Firm News
Aird & Berlis Recognized as Leading Firm in Chambers High Net Worth 2024
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 2024 guide, in the areas of Private Wealth Law (C... -
Firm News
Tax Partners Author Canadian Section of Chambers Tax Controversy 2024 Global Practice Guide
Aird & Berlis partners Christopher Slade, Jacob Brown and Francesco Gucciardo co-authored the Canadian portion of the Chambers Tax Controversy 2024 Global Practice Guide. -
Article
Tax Court Declines to Apply GAAR to Non-CCPC Plan
The Tax Court of Canada recently released the much-anticipated decision in DAC Investment Holdings Inc. v. The King, 2024 TCC 63. -
Article
Budget 2024: Capital Gains Inclusion Rate to Increase
On April 16, 2024, Canada’s Deputy Prime Minister and Minister of Finance tabled Budget 2024: Fairness for Every Generation. -
Article
CRA Announces Bare Trusts Are Exempt From Trust Reporting Requirements for 2023
On March 28, 2024, the Canada Revenue Agency announced that the CRA will not require bare trusts to file a T3 Income Tax and Information Return, including Schedule 15 (Beneficial Ownership Information... -
Firm News
Aird & Berlis Recognized in 2024 Canadian Legal Lexpert Directory
The Canadian Legal Lexpert Directory has recognized 62 partners at the firm as leading lawyers across 37 different practice areas. Aird & Berlis was also recognized at the firm level across 16 differe... -
Article
Key Property Tax Deadlines Loom for Ontario Residents
On February 29, 2024, Ontario property owners will be affected by several significant tax-related deadlines, including the Vacant Home Tax (specific to residential properties in Toronto), tax relief a...