Taxation and Wealth Management
Plan, protect and ensure the sustainability of your assets
Throughout their career, entrepreneurs will face a multitude of business challenges that are directly or indirectly affected by taxation. Whether it’s the context of a corporate reorganization, the acquisition of assets or shares, the preparation of simple or complex tax memoranda, or when passing the torch, tax issues are at the heart of discussions, negotiations, and the execution of these transactions.
At YULEX, we help you understand and anticipate the tax implications of your projects to ensure your decisions are sound and can serve to increase the chances of success of your business opportunities. We also advise entrepreneurs on managing and protecting their assets, particularly in setting up trusts, protection mandate, and wills.
Our Approach
We prioritize a proactive and strategic approach aimed at using taxation as a lever for growth. We aim to work alongside you to anticipate risks, manage uncertainties, and build a sustainable vision for your business. We also act as a partner in your estate planning.
Our Tax Services
- Preparation of tax memoranda
- Corporate restructuring and reorganization
- Various transactions and operations in Canada and abroad
- Analysis of tax implications during the purchase/sale of businesses (shares or assets)
- Employee stock ownership plans (a.k.a ESOP), executives, and directors
- Shareholder integration and exit planning
- Financing
- Tax audits
- Tax-related disputes and litigation
Our Wealth Management Services
- Estate and wealth planning
- Establishment of trusts
- Drafting of wills
- Drafting of protection mandates
- Organizing the distribution of your assets after death
Vos projets dépassent les frontières du Québec et du Canada ?
Grâce à notre réseau Interlegal, nous vous accompagnons dans plus de 50 pays afin de vous offrir une représentation adaptée au contexte local et international.
Trademarks
In this new episode of Question of Proof, Me Virginie Brien Gagnon discusses trademarks with Hugo Martin.
Women in Law: The Challenges Around the World
As part of International Women's Day, Interlegal International Network Presented a discussion panel on the challenges that women in law face around the world and how to empower women around them.
Covid-19 and personal data protectionAre our personal data victims of the period of isolation we are experiencing at the moment?
We will therefore talk about data protection and how the current measures related, among others, to Covid-19 cause significant issues. Finally, we will discuss current and future data opportunities.
Human resources in times of crisisWhat are the legal challenges to anticipate in human resources in times of crisis?
In this episode Maude Fréchette, lawyer and co-founder at YULEX, interviews Hugo Martin on the subject. We discuss the various decisions that managers can make in times of crisis, especially in connection with teleworking and the impacts of the crisis on employee management.
Social networks: to keep the party goingIn this episode of Question of Proof, hosted by Hugo Martin, we talk about social media management and its impacts — legal and societal.
The ABCs of intellectual propertyWhat do you need to know about intellectual property? What are the basic intellectual property concepts that we should all know to protect our creations?
Sylvain Desaulniers: President of PolycontrolsIn this episode of 4 Questions to an Entrepreneur, another successful Quebec entrepreneur confides in. Take advantage of his experience!
Communication Responsibility: Anti-Spam LawAre you sure that your emails comply with Canada's anti-spam law?
Communication responsibility: 4 tips to reduce risksPersonal responsibility of directors and others involved in communication: what are the tips to reduce risks?
Force majeure in times of crisis
Will you be tempted to invoke the force majeure clause in your various commercial contracts and leases during lockdown?
Protection of personal data
In this capsule, Me Bruno Provencher-Bordeleau explains some basic concepts in terms of the processing and protection of personal data.
What is a shareholder?Shareholder, a term that seems very simple, but that deserves to be explained.
Daniel Girard: president of CVTCORPMe Frédéric Letendre interviews Daniel Girard, president of CVT CORP, which develops and manufactures continuously variable mechanical transmissions (CVTs).
Is a formal notice still desirable or possible in times of pandemic?What is a formal notice? You may have heard about it often, but do you really know what it means?
Louise Bernard: CEO of RheabrioIn this episode, Me Frédéric Letendre interviews Louise Bernard, CEO of Rheabrio.
Personal data and security risks associated with teleworkingTeleworking has saved a lot of businesses during lockdown, but is it a practice that is here to stay? And what about the risks associated with teleworking in terms of personal data protection?
Juan Schneider: CEO of NanograndeIn this episode of 4 Questions to an Entrepreneur, we welcome Juan Schneider, CEO of Nanogrande. He has over 25 years of experience in technology and business.
What is personal data and where do we find it?In this capsule, Me Bruno Provencher-Bordeleau explains what personal data is to help you better understand what type of information is included in the legislation on the protection of personal data.
Paid licensesIn this new legal-strategic capsule, Frédéric Letendre, lawyer, partner and trademark agent at YULEX, explains some notions about paid intellectual property licenses.
What is a license?In this capsule, Me Frédéric Letendre, lawyer, co-founder and trademark agent at YULEX, helps you understand what a license is and the rights it confers on you.
Influencer marketing best practicesIn this capsule, our lawyer Klara Polom outlines some best practices in influencer marketing for you.
Businesses in operation: managing your employeesThe end of lockdown will come into force gradually over the coming weeks. In this particular context, do you know your rights and obligations in terms of managing your human resources? Do you know your rights as an employer if an employee refuses to return to work in the workplace?
Planning for the future: the return to workIn this legal-strategic capsule, Maude Fréchette, founder and partner, gives sound advice to properly prepare for the gradual return to work.
The different methods of marketing industrial designs: transfer vs. licenseRegistering an original industrial design has a significant impact on how it is marketed. When you are the owner of your industrial design and have obtained its registration from theIntellectual Property Office (OPIC), you have the exclusive right to the ownership of your design for a period of 10 years from the date of its registration.
Canada's accession to the Madrid Protocol: making your trademark travel internationally
Canada's accession to the Madrid Protocol on June 17 will allow Canadian businesses to protect their trademarks abroad. Below is a summary overview of the Madrid Protocol, its benefits, and the changes to be expected in Canadian trademark law.
De nouvelles exigences pour vos entreprises fédérales dès juin 2019!As of June 13, 2019, any private company incorporated under the Canada Business Corporations Act will have to comply with new standards aimed at preventing the use of companies for tax evasion and other criminal purposes including money laundering, corruption and the financing of terrorist activities.
