Tax Exempt Entities
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Our lawyers have knowledge and experience in assisting charities, non-profit organizations and other tax-exempt organizations and entities, including government bodies and Indigenous groups. We serve clients in all areas of the sector, including health care, education, social services, arts and culture, faith-based and environmental organizations.
We regularly assist clients and advise on matters related to the establishment, administration and regulation of charitable organizations, public and private foundations, and other non-profits and tax-exempt organizations. We advise directors, trustees and executive directors on operational and administrative matters such as fiduciary duties, accounting requirements, obligations under the Income Tax Act (Canada) (the "ITA"), and various regulatory issues.
We also provide advice to First Nations and assist them in structuring their affairs to minimize taxes, whether through partnerships, trusts or corporations. We have assisted in establishing settlement trusts and obtaining advance tax rulings relying on various provisions in the ITA, including those exempting First Nations as public bodies performing a function of government.
We also assist tax exempt entities in planning and carrying out commercial and restructuring transactions, from real estate acquisitions, asset purchases, corporate reorganizations, amalgamations and mergers, as well as creating subsidiary and parallel organizations as needed to carry out operations effectively and in compliance with applicable rules and regulations.