Services

Whether you require assistance with tax planning, corporate or commercial matters, estate management, or real estate transactions, our team of dedicated professionals is here to deliver tailored solutions to meet your specific needs.

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Tax Law

We offer comprehensive tax advisory services to individuals and businesses. Our team of skilled advisors possesses deep expertise in tax law and regulations, providing clients with strategic guidance for optimal tax planning. Our services cover all areas of tax planning, mergers and acquisitions, corporate reorganizations and tax controversy. We stay abreast of the latest tax developments and leverage our insights to provide you with proactive advice and innovative solutions.

Whether you are an individual seeking to minimize your tax liabilities or a business aiming to navigate complex tax landscapes, our tax advisory services are tailored to meet your specific needs. We analyze your unique financial situation, identify potential tax-saving opportunities, and develop customized strategies to help you achieve your goals.

Tax Planning
We actively assist clients in a variety of mandates, including trusts and estates, corporate reorganizations, transactional taxation, business purchases/sales, integration of key employees and family shareholder succession, as well as many other mandates arising directly from the growing needs of our business clientele.

Our firm offers a comprehensive range of tax planning and restructuring services designed to meet your specific needs:

  • Corporate Structure Analysis and Optimization: Our team assesses your corporate structure to identify opportunities for improvement, streamlining it to enhance tax efficiency. We can assist with surplus distribution, rollovers of assets, reorganizations, liquidations and mergers and anti-avoidance measures.
  • Family Assets and Income Splitting: We offer guidance on preserving family assets and optimizing income splitting strategies to minimize tax burdens.
  • Estate and Will Planning: Our experienced professionals assist with estate and will planning, ensuring your assets are protected and succession plans align with your tax objectives.
  • Asset Protection: We provide strategies to safeguard your assets, reducing vulnerability to tax-related risks and potential liabilities.
  • Trusts: Our expertise in trust structuring allows us to help you establish trusts that serve your specific needs, providing tax advantages and asset protection.
  • International Tax Assistance: If your business operates internationally, we provide guidance and support in structuring your operations for optimal tax efficiency and compliance.
Tax Advisory
We offer comprehensive tax advisory services to individuals and businesses. Our team of skilled tax advisors possesses deep expertise in tax law and regulations, providing clients with strategic guidance for optimal tax planning. We can effectively identify tax-saving opportunities that work for you, your family and your business. 

We provide legal or tax advice for the following matters:

  • Corporate and Personal Tax
  • Trusts and Estates Tax 
  • Real Estate Tax Implications
  • Indirect Taxes (GST, QST)
  • Residency and Non-Residency 
  • International Tax
  • Transfer Pricing
  • Tax Incentives
Tax Controversy & Disputes
We advise Canadian and foreign-based individuals and corporations doing business in Canada on all aspects of avoiding, managing and litigating tax disputes. Our tax controversy practice focuses on dispute resolution and litigation in federal, provincial and property tax matters, as well as in GST/QST matters.

Our expertise includes assisting you or your business with the following contentious tax issues:
 
  • Information requests, searches and seizures
  • Representation before tax authorities in audit or objection proceedings
  • Making voluntary disclosures to regularize a situation with the tax authorities
  • Taxpayer relief applications
  • Residency and Non-Residency issues 
Compliance
We help individuals and businesses navigate the complexities of tax regulations and ensure adherence to all applicable laws. With our expert guidance and meticulous attention to detail, we provide comprehensive tax compliance solutions that offer peace of mind to our clients. We provide proactive guidance and advice to help individuals and businesses stay compliant with changing tax laws and regulations. Our team keeps abreast of the latest developments in tax legislation, ensuring that our clients are aware of their tax obligations and opportunities for optimization.

Our team may assist with the following compliance matters:

  • Mandatory disclosure of certain transactions and enhanced reporting obligations to tax authorities
  • Disclosure of nominee agreements, sham and other determined transactions to tax authorities
  • Non-resident withholding, remitting and reporting
  • Certificate of compliance related to the disposition of property
  • Certificate of clearance

Business Law

At our firm, we specialize in providing corporate law services tailored to support businesses throughout their growth journey. Leveraging our legal expertise in business, we offer strategic guidance and customized solutions to address the unique needs and challenges faced by our clients.

Our tailored services include:

Business Formation and Structuring
Ensure a solid foundation for your business with our expert assistance in entity selection, formation, and governance. Whether you are looking to set up a holding company, to transition your practice into a professional corporation, or to launch your first business, we guide you through the intricacies of corporate structures, helping you make informed decisions that align with your long-term goals and to fit with any scaling needs.
Contracts and Commercial Agreements
We safeguard your business interests with meticulously drafted contracts. Our legal team excels in creating agreements that protect your rights, mitigate risks, and foster mutually beneficial relationships. We also offer skilled negotiation services to secure favorable terms for your business transactions.
 
Whether it's a services contract, a non-disclosure agreement, or an employment agreement, we ensure that your interests are protected and that your agreements align with your business objectives.
Regulatory Compliance
We ensure that your business operations adhere to industry regulations, minimizing legal risks and potential liabilities.
Mergers and Acquisitions
When the time comes to scale or explore strategic partnerships, our M&A team will help you make informed decisions that drive success.
Corporate Governance
We assist with governance structures, partnership agreements, shareholder agreements, policies, and procedures to enhance transparency and compliance within your organization.
Fractional General Counsel Services
We understand that not every business needs a full-time, in-house legal team. That's where our Fractional General Counsel services come in. We offer a flexible and cost-effective approach, providing expert legal guidance on a part-time basis.

Estate Planning

Estate planning plays a crucial role in effectively preserving wealth and ensuring its smooth transfer to future generations. At Noctua Legal, we understand that a variety of legal, financial and strategic considerations must be taken into account to optimize our clients' estate planning. For this reason, we have developed a comprehensive service offering that includes:

Will Drafting
Preparing a will is an important step in life, as it expresses an individual's wishes regarding the distribution of his or her assets upon death. We recognize the importance of family legacy, and take the time to understand each client's unique needs, values and aspirations regarding the succession of his or her assets.

We draw up a complete balance sheet of assets and liabilities, assess the potential tax implications of transferring property to the next generation, and review existing wills. Our approach aims to harmonize the legal requirements of wills with our clients' personal wishes regarding the distribution of their assets.
Creation of Trusts
Creating a trust offers several tax advantages. We can set up trusts, including family trusts, testamentary trusts and asset protection trusts.
Power of Attorney and Mandate of Protection
A power of attorney enables an individual to appoint someone to take care of his or her property. A mandate of protection, on the other hand, not only designates an individual to ensure the protection of property, but also appoints a person to make decisions relating to the individual's well-being, such as decisions concerning housing or health care. Our notarial experts have the expertise to prepare powers of attorney and mandates of protection tailored to the needs of each client.
Other Strategies
At Noctua Legal, every estate plan is tailor-made. To minimize the tax impact on the estate and heirs, we explore all the strategies available to our clients, including estate freezes, gift programs and insurance products that can play a useful role in optimizing the plan.

Real Estate

Our team specializes in a full range of real estate law services, addressing the diverse needs of our clients. Drawing on our in-depth knowledge and experience, we offer strategic advice and unique solutions to tackle the complexities of real estate transactions and protect our clients' interests.

Our real estate law services include:

Residential and Commercial Real Estate Transactions
Whether buying, selling, donating or leasing residential or commercial real estate, our specialists are equipped to draft contracts, conduct negotiations, and perform due diligence and title review.
Mortgages and Financing
We have a sound knowledge of real estate financing and regularly assist our clients with mortgage preparation, mortgage financing and mortgage renewal.
Notarial Law
Our expertise in notarial law enables us to offer specialized services for real estate transactions. From the preparation and execution of legal documents such as deeds of sale and mortgages, to title searches and registration of property transfers, we ensure the legality and validity of real estate transactions at every stage.
Acquittance and Release
We support our clients in the proper execution of discharge and release agreements. In cases where notarization is required, we can assist with the execution of agreements.

Industries

At Noctua Legal, we combine our legal expertise with industry-informed insight to effectively support our clients across a wide range of industries, including:

 

  • Architecture and Design
  • Construction
  • E-Commerce
  • Energy and Ressources
  • Entertainment and Sports
  • Food, Beverage and Agribusiness
  • Government
  • Health Sector
  • Hospitality
  • Manufacturing
  • Marketing and Communications
  • Professional Services
    • Accounting 
    • Dental Services
    • Medical and Healthcare Services
    • Legal Services
  • Real Estate Investment, Development and Management
  • Research and Development
  • Retail and Consumer Goods
  • Veterinary Services, Pet Products and Pet Services

Contact us today.
Our team is here to assist you.

Office

1744 William Street,
Suite 320, Montréal, QC
H3J 1R4, Canada

Contact

info@noctualegal.ca

514-416-0908

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