With increasing globalization, many Canadians are considering moving abroad not only for career and lifestyle opportunities but also for tax-related benefits. While changing residency can yield tax advantages, the process is complex, with significant tax implications and administrative requirements.

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Setting up a professional corporation in Ontario is an excellent way for licensed professionals—such as lawyers, doctors, accountants, architects, and engineers—to manage their practice, gain tax advantages, and limit personal liability.

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Section 86 of Canada’s Income Tax Act (ITA) provides an effective tax-planning tool for business owners seeking to exchange shares within a corporation without triggering immediate tax consequences. Known as a “section 86 share exchange,” this provision allows taxpayers to swap old shares for new shares in the same corporation.

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Estate freezes are a popular tax-planning tool in Canada, particularly among business owners and high-net-worth individuals seeking to preserve family wealth and efficiently transfer assets to the next generation. Through an estate freeze, individuals can lock in the current value of their assets, allowing future growth to accrue to others (typically family members) while deferring or minimizing tax liabilities.

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The Limited Partnerships Act (Ontario) is a piece of legislation that allows for the creation of limited partnerships with the characteristics of a general partnership but without joint and several liability for certain ‘limited’ partners.

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