Tax + Estate Planning

Services

Tax Planning

Our team of tax professionals is widely recognized as highly innovative and proactive. We are consistently at the forefront of new and creative tax planning opportunities under Canada’s constantly evolving tax laws.

Our tax advice has been instrumental in developing tax optimization strategies used by our clients to effect successful transactions in a variety of industries. We have extensive experience in the use of various legal structures such as limited partnerships, joint ventures, corporations, trusts and in the structuring of business ventures for tax optimization purposes.

Estate Planning

Our tax professionals offer practical and comprehensive advice on the issues surrounding estate planning. We are a leader in this field, known for applying creative trust and estate strategies to help you reach your estate planning goals.

We help you focus on planning for wealth accumulation, wealth distribution and wealth protection as well as succession planning and governance. Issues relating to estate planning, trusts, estates, tax and probate planning, financial management, asset protection and domestic contracts are all handled with the highest degree of professionalism and business acumen.

We also provide advice on estate administration and litigation. We act for executors, trustees and beneficiaries, including charities, heirs and dependants.

Our lawyers are known for their sensitivity in handling the personal and family issues that often arise in estate planning and administration and we keep on top of this fast evolving area.

Tax Litigation

We have represented individuals and corporations across a broad range of industry sectors in a variety of complex tax litigation matters. Our tax litigators cover all stages of the tax litigation process including negotiations with appropriate authorities, the provision of opinions, dealing with compliance issues, and appearances before the Tax Court of Canada, the Federal Court and the Federal Court of Appeal. We provide innovative advice and skilled litigation services when you are faced with tax related problems and obstacles.

Moodys LLP Tax Advisors

Tax accountants and tax lawyers make the perfect combination when it comes to planning and implementing tax strategy. That is why Shea Nerland Calnan LLP has joined forces with Moodys LLP Tax Advisors to create a true multidisciplinary, one-stop service for taxation issues.

This union, the first of its kind in Alberta, has created a strong team of outstanding experts in the complementary, tax-focused professions. Pairing the two means offering clients multiple ways of looking at tax problems and more in-depth thinking, resulting in a larger continuum of solutions.

From business planning to succession planning, personal tax estate planning and asset protection, we are able to design, plan, initiate and execute a full package of services that will minimize tax, optimize financial benefits, and preserve assets in the most tax-effective way possible.