The Sheldon Group

Quantum Tax Analysis

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Quantum Tax Law

The Quantum Tax Analysis is a complimentary service offered to high-net-worth clients of our TaxAssist members. The analysis is comprehensive covering 42 items across the disciplines of tax law, corporate law, estate law, family law and financial analytics. This service is offered by Quantum Tax Law.

Items covered in Quantum Tax Analysis

Tax Law

• SBD eligibility
• TOSI review
• Tax on passive income
• Foreign affiliate issues
• Capital gains
exemption eligibility (QSBC shares)
• Deductibility review
• Analysis of role of
contractors
• Director liability analysis
• Asset protection analysis
• Review of use of corporate
assets and personal use
• Review of trusts
• Consideration of attribution
issues
• GAAR review
• Dividend and deemed
dividend analysis
• Analysis of potential
SR&ED activity
• Real estate analysis
• Review role of family
members in business
• Asset review

• Assess risk for adventure or
concern in the nature of trade
• Determination of issues for
potential sale of business
• Contractor vs employee &
CPP/EI insurability
• FAPI issues
• Review of potential benefits
conferred upon shareholders
• Issues involving tax dispute

Corporate Law

• Minute book review
• Shareholder agreement
review
• Corporate structure review

Estate Law & Family Law

• Review of wills
• Review role of family
members in business
• Determination of issues for
potential sale of business
• Assets protection and family
dynamics

Financial Analytics

• Trial balance review
• Asset review
• Business value analysis
• Shareholder account review
• Review of insurance
• Real estate analysis
• Review role of family
members in business
• Determination of issues for
potential sale of business
• Analysis of loans to related
parties
• Analysis of long-term
investments in other
businesses

Not a member of TaxAssist?

TaxAssist is a complimentary service providing answers to tax questions to accountants and lawyers. Visit thequantumgroup.ca/taxassist to enroll today!

Are you a Business Owner?

We also offer the Quantum Tax Analysis directly to high-net-worth business owners. Contact us now to learn more.