Specialty Tax Services
Complex Tax Scenarios. Clear, Confident Answers.
Tax challenges don’t always fit a template. That’s why our Specialty Tax Services are designed to help individuals and businesses navigate the most complex tax scenarios with clarity and confidence. Whether you’re restructuring your business, planning for succession, or navigating cross-border considerations, HW Partners offers expert guidance grounded in deep technical knowledge and real-world experience. We work collaboratively with clients to create strategies that meet today’s needs and tomorrow’s opportunities.
Our Specialty Tax Services Include:
Capital Dividend Account Planning
Maximize after-tax shareholder value with strategic planning for the Capital Dividend Account (CDA). We help ensure that tax-free distributions are executed efficiently and in compliance.
Mergers & Acquisitions
From initial due diligence to post-transaction planning, we support business buyers and sellers with tax-efficient strategies that protect value and reduce risk.
Family Trust Planning
Leverage the power of trust structures to support long-term family wealth planning, income splitting, and intergenerational transfers, while staying compliant with evolving rules.
Corporate Reorganizations
Whether you’re preparing for growth, succession, or tax optimization, we guide you through the complexities of reorganizations—from section rollovers to butterfly transactions.
Succession Planning
Plan for the future of your business with thoughtful strategies that facilitate smooth transitions, mitigate tax exposure, and support your legacy.
Purifications
We help cleanse corporate structures of non-active assets to meet the criteria for capital gains exemptions and ensure alignment with strategic goals.
Cross-Border Taxation
Whether you’re expanding operations, holding foreign assets, or relocating, we help you navigate international tax obligations with confidence.
Due Diligence
Make informed decisions in corporate transactions with financial and tax due diligence that identifies risks, opportunities, and key value drivers.
Voluntary Disclosure
Correct past tax filing omissions or errors with confidence. We guide you through the CRA’s Voluntary Disclosures Program to reduce penalties and regain compliance.
Penalty/Interest Relief Request
If unforeseen circumstances have led to penalties or interest, we advocate on your behalf to request relief and support a fair outcome.
Why Clients Choose HW Partners for Specialty Tax Services
- Tax-first strategic thinking, backed by experience
- Clear communication and step-by-step guidance
- Creative problem-solving in complex scenarios
Meet the Team Behind Our Specialty Tax Services
Our Specialty Tax team understands the stakes. From entrepreneurs to multigenerational families, we support clients with tax strategies that are thoughtful, effective, and aligned with their bigger picture.
Comprehensive and professional tax advice doesn’t just solve problems—it gives clients the confidence to seize opportunities.
~ Michelle Bouchard, Partner
Let’s Talk About Your Specialty Tax Needs
From reorganizations to relief requests, we’re here to help you take the next step with clarity.