Support for Tax Reorganization

Support for Tax Reorganization

Are you considering transferring a business and want to minimize potential problems with tax authorities? Do you want to reduce the risk of a price readjustment clause not being applicable, if the situation were to arise? My expertise in business valuation for tax reorganization means I can properly advise you to minimize the potential problems associated with the value of a business.

In the case of a sale to a related party or of a business reorganization, tax authorities require that the transaction be carried out at fair market value. This value must be properly validated and documented in order for the price readjustment clause to be applicable.

Furthermore, in the case of a tax reorganization involving a related party, it may be advantageous to establish a fair market value to enable a fair and equitable transaction for all concerned.

The benefits of my tax reorganization support service

My services will be of the utmost benefit to you in any of the following situations:

  • Incorporation of an existing business;
  • Reorganization of the share capital in favour of a related party for income splitting;
  • Transfer of certain assets from one business to another;
  • Crystallization of the cumulative capital gains exemption;
  • Transfer of the future increase in value of a business to a related party;
  • Any other situation requiring a tax reorganization.

While a price adjustment clause (PAC) is an insurance policy against the CRA discovering a discrepancy between FMV and the valuation assigned during a transaction, a proper valuation performed by a CBV in turn provides insurance against having to invoke the PAC in the first place. 

Dale Barrett, Lawyer specialized in tax litigation, Barrett Tax Law
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If you have any questions, please do not hesitate to contact me. It will be my pleasure to discuss your requirements with you at no charge!

Over
0
businesses appraised
Over
0
years of experience
Perfectly
bilingual
Highly
recommended

Why choose Jean-Claude Desnoyers?

Jean-Claude Desnoyers is a Fellow of the Order of Chartered Professional Accountants (FCPA, FCA) and a Chartered Business Valuator (CBV). He is a Member of the Canadian Institute of Chartered Business Valuators (CICBV), the Ordre des comptables professionnels agréés du Québec (CPA), the Chartered Professional Accountants of Ontario (CPA) and the Institut de médiation et d’arbitrage du Québec (IMAQ). Since 1999, he has appraised over 1,000 SMEs. Perfectly bilingual, he serves clients in the language of their choice.

Chartered Business Valuators

Chartered Professional Accountants