SGA Tax

SGA Tax offers expert litigation support, turning complex financial data into clear, actionable insights for legal disputes. Covering shareholder conflicts, family law, civil cases, and tax disputes, we provide analysis, valuations, and testimony to strengthen legal positions. Integrating accounting, tax, and legal expertise, we ensure accuracy, compliance, and clarity, helping clients navigate disputes confidently.

SGA Tax delivers strategic corporate tax solutions, including entity structuring, cross-border planning, and transaction advisory. Our integrated legal and accounting expertise ensures tax efficiency, regulatory compliance, and long-term business growth. We provide tailored strategies to optimize succession, minimize tax liabilities, and safeguard corporate wealth.

SGA Tax provides strategic estate and trust planning to protect wealth, minimize taxes, and preserve your legacy. Services include estate freezes, inter vivos and testamentary trusts, dual will strategies, and cross-border compliance. We combine legal, accounting, and tax expertise to ensure smooth, tax-efficient wealth transfer and support long-term succession and philanthropic goals.

SGA Tax helps individuals and businesses reduce tax liabilities through strategic, fully compliant planning. We offer solutions such as estate freezes, corporate restructuring, inter-generational wealth transfer, post-mortem planning, and cross-border tax advisory. Our integrated approach ensures tax efficiency, protects assets, and optimizes long-term financial outcomes while keeping you compliant with Canadian and international regulations.

SGA Tax helps Canadian companies optimize structure and tax efficiency through rollovers, share exchanges, amalgamations, and wind-ups. We manage intercompany integration, capital structure, and post-reorganization compliance, ensuring CRA-ready accuracy. Our integrated tax, legal, and accounting expertise delivers seamless, value-preserving reorganizations.

SGA Tax guides business owners through seamless ownership transitions with strategic succession planning. We provide integrated solutions, including valuation support, estate freezes, capital gains exemption planning, and shareholder agreement structuring. Our expertise ensures tax-efficient intergenerational transfers, third-party sales, and family business continuity while protecting wealth and preserving business value.