Legal News Report

Net Worth or Arbitrary Assessments

Alpert Law Firm are the Tax Law Professionals, with over 40 years’ experience in winning leading cases and a reputation for getting excellent results for our clients in a cost-effective manner in many complex Net Worth or Arbitrary Assessment cases. There are several types of defences that Our Team has effectively used to help our clients. To access Part 1 of our recent Legal Business Report which deals with these defences and discusses the leading cases in this area, click here.

In Cox v. The Queen, a precedent setting decision of the Tax Court of Canada, Howard Alpert, C.S. successfully defended a taxpayer against both an Assessment of Penalties and a Net Worth Assessment. To read a summary of this decision, click here. Our Team has superior tax negotiation skills and achieves the most favourable resolution of disputes for our clients, whether through negotiating timely and reasonable settlements with the CRA or by vigorous representation in court. For more information on our Tax Litigation Services, click here.

Howard Alpert, C.S. is Certified as a Specialist in Taxation Law

Alpert Law Firm is pleased to announce that on May 30, 2019 Howard Alpert, C.S. was certified by the Law Society as a Specialist in Taxation Law. Howard has over 40 years’ experience in tax litigation/dispute resolution, and assists corporate and individual clients with CRA objections and tax litigation in the Tax Court and the Federal Court.

Howard Alpert, C.S. is also certified by the Law Society as a Specialist in Corporate and Commercial Law and is a recognized expert in Estates and Trusts Law. Howard has extensive expertise in designing, implementing and documenting virtually every type of corporate and commercial transaction. Howard's tax expertise enables his corporate clients to minimize and defer taxes when engaging in commercial transactions and corporate reorganizations. Howard works with private clients to develop plans that deliver tax optimization, often involving the preparation and implementation of wills, trusts, estate freezes, property transfers, holding companies, or corporate reorganizations.

Vivian Xu Joins Alpert Law Firm as Associate Lawyer

Alpert Law Firm is pleased to announce that Vivian Xu, B.A. J.D. has joined Our Team as an associate lawyer specializing in tax dispute resolution, tax litigation and taxation and estate planning services.

Strategies to Minimize Probate Fees

When a will is probated in Ontario, pursuant to the Estate Administration Tax Act, a tax or "probate fee" is levied on the value of any assets that are subject to the will at the rate of $5 per $1,000 on the first $50,000 worth of assets and $15 per $1,000 thereafter. Many clients are not aware of the latest strategies to reduce probate fees, including using multiple wills. To access our most recent newsletter on this topic, click here.