To take stock

Taxation is a lever,
not a hindrance.

When well planned, it leaves more money in your business and protects your assets over time.

La fiscalité touche presque chaque décision d’affaires importante. Chez Kalyx, le juridique et le fiscal avancent ensemble : avec nos partenaires comptables et fiscalistes, on vous donne des conseils intégrés, qui tiennent compte de votre situation réelle, pas seulement de la dernière déclaration.

Services

Our tax services

We support you at every stage that has a tax impact, with a rigorous, clear approach tailored to your situation.

Corporate tax planning

We help you structure your business to optimize your tax burden while fully complying with applicable laws. Good planning begins even before a transaction is made.

Points:

  • Analysis of the optimal corporate structure
  • Income sharing among family members and shareholders
  • Use of the cumulative capital gains exemption (CCGE)
  • Maximizing available tax deductions and credits
Schedule an appointment for an analysis of your situation

Corporate reorganization for tax purposes

We support companies in their structural reorganizations in order to maximize tax advantages while ensuring legal compliance.

Points:

  • Rollovers under section 85 of the Income Tax Act
  • Inheritance freeze
  • Merger of companies
  • Liquidation and dissolution of companies
  • Business transfer to a third party or to the next generation
Contact our team

Real estate taxation

Real estate transactions involve specific tax issues that require special attention, whether it involves acquisitions, sales or holding of real estate assets.

Points:

  • Structures for acquiring and holding real estate assets
  • Tax implications of selling a building
  • Use of companies and trusts for holding real estate
  • Real estate flipping and tax obligations
Consult our experts

Succession planning

Transferring your business to the next generation or to third parties is a complex operation that must be planned well in advance to maximize tax benefits.

Points:

  • Planning the transfer of a business between family members
  • Use of the capital gains exemption (up to 1.25 million $ in 2024)
  • Establishment of family trusts
  • Will and estate planning
Plan your succession

Tax dispute

Have you received a tax assessment notice or are you subject to a tax audit? Our tax partners will assist you in defending your rights and resolving your case efficiently.

Points:

  • Objection to a notice of assessment (CRA or ARQ)
  • Negotiation with the tax authorities
  • Voluntary disclosure (correction of past declarations)
  • Cancellation of penalties and interest
  • Representation before the Tax Court of Canada or the Court of Quebec

The deadline for filing a notice of objection is generally 90 days following receipt of the notice of assessment.

Contact us as soon as you receive your feedback
Important

It's better to anticipate than to correct.

The tax decisions you make today have a direct impact on your future.
Waiting can be costly — in time, money, and opportunities.
We intervene at the right time to allow you to move forward calmly, with a clear vision.

You might be leaving money on the table.

The only way to know is to look. Tell us where you stand — we'll identify potential savings and risks to mitigate.

Reviewing my tax situation