CA 
England
Estonia
Turkiye
Tax Planning
Tax Optimization. With Confidence.
Tax planning is the proactive design and management of financial strategies to minimize tax liabilities while ensuring full compliance with local and international regulations. It transforms tax from a cost center into a strategic asset, enabling businesses to reinvest savings into innovation, expansion, and stakeholder value creation.
Key Components of Advanced Tax Planning
- R&D Incentives: Up to 35% refundable credits for qualifying scientific research and experimental development (SR&ED).
- Clean Energy Credits: 30–60% for renewable energy projects (solar, wind, hydrogen).
- Foreign Tax Credits: Offset taxes paid abroad to avoid double taxation.
- Capital Gains Exemptions: Lifetime exemptions for small business shares.
- Tax-Deferred Reorganizations: Legal structures to defer taxes during asset transfers.
- Cost Savings: Redirect tax savings to R&D, hiring, or market entry.
- Risk Mitigation: Avoid audits, penalties, and disputes through proactive compliance.
- Global Agility: Adapt to regulations with Canadian, the UK's and Turkiye's Disclosures.
- ESG Alignment: Integrate sustainability into tax strategy (e.g., carbon tax optimization).
Entity Structuring & Optimization
Design tax-efficient legal hierarchies (e.g., holding companies, subsidiaries) to leverage cross-border tax treaties, reduce withholding taxes, and align with global standards like the OECD’s Base Erosion and Profit Shifting (BEPS) guidelines.
Cross-Border Tax Governance
Navigate international complexities such as transfer pricing, permanent establishment risks, and digital service taxes. Ensure compliance with evolving frameworks like the OECD’s Global Minimum Tax (15%) and country-specific regulations.
Incentive Maximization
Strategically claim tax credits and grants, including:
Transaction Tax Strategy
Optimize mergers, acquisitions, and divestments through:
Wealth & Succession Planning
Preserve generational wealth using trusts, estate freezes, and insurance strategies to minimize probate fees and inheritance taxes.
