WHO WE ARE
PTL is a boutique tax and estates specialist firm founded in 2014, with offices in Ottawa and Toronto.
WHAT WE DO
TAX
Our Tax Group has extensive expertise in Canadian tax planning services which include corporate tax planning and restructuring, personal tax and estate planning, trust planning and preparation, advising on the purchase and sale of businesses, international tax planning, and immigration and emigration planning. Through our affiliations and our network, we can provide a wide range of additional tax services including U.S. tax planning and compliance, and international tax planning and implementation.
“We work with our clients, and their advisors, to thoroughly understand their needs and objectives. From there we can identify issues and help craft and implement creative and efficient planning solutions to meet those needs and objectives. It is also important to ensure that plans are reviewed and updated on a regular basis to ensure they remain optimal. ”
WILLS & ESTATES
Our Wills & Estates Group has extensive experience in all aspects of estate planning and estate administration. We assist clients to prepare wills, trusts, powers of attorney and advance healthcare directives. Our team advises clients on how best to structure or administer an estate. We take great pride in working closely with our clients in establishing and implementing personalized estate plans or business succession plans to meet the unique objectives of our clients.
“Working closely with your advisors, we assist in fulfilling your unique estate-planning objectives while ensuring a strategy is put in place that is optimal for you and minimizes family conflicts, to the extent possible.”
TAX CONTROVERSY
Our Tax Controversy Group assists clients dealing with Canada Revenue Agency on tax disputes and understands the processes associated with achieving beneficial results with years of experience working for and with CRA and the Department of Justice.
“Our advice and strategies are focused on risk management and prevention. We work in collaboration with our clients’ existing advisors to avoid serious tax consequences and penalties.”
CORPORATE
Our Corporate Group is proficient in implementing tax plans created by our team and plans proposed by other professionals, as well. We also assist clients with the preparation of Shareholder Agreements and the purchase and sales of businesses.
“We offer practical advice to businesses of all sizes. From small businesses to large corporations, all of our clients benefit from our attention to detail and personalized service.” ”
WHO WE SERVE