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Jeff Berliner

416.733.5274

"By marrying the very technical nature of taxation with the complex interpersonal dynamics of owner-managed businesses, we are able to provide our clients with recommendations that truly make sense for the entrepreneur, their families, and their companies."

What does more than 30 years of experience focused exclusively on taxation and estate planning look like? For Jeffrey Berliner’s clients, it’s a trusted advisor who does not shy away from doing just that – giving them advice on what they should and should not do from a legal perspective.

His deep legal knowledge and ability to navigate the unique interpersonal relationships behind every owner-managed enterprise allows Jeffrey to make recommendations that his clients can feel confident are best suited to their unique challenges and goals. 

Jeffrey works extensively with entrepreneurs as well as accountants and financial planners on matters related to both personal and corporate tax planning and estate planning. His international experience includes working with professionals in the U.S. who provide estate planning advice and the structuring of estate plans for Canadian residents with children outside of Canada as well as for Canadian residents who are U.S. citizens.

He also regularly advises on the structuring of transactions for mergers, acquisitions, and sales, including cross border acquisitions and divestitures.

As a founding partner, Jeffrey is committed to continually building relationships with new and old clients as well as reaffirming CCSB’s reputation for quality, integrity and approachability. 

Memberships

He is a member of the Canadian Tax Foundation. Jeffrey has lectured at the Bar Admission Course of the Law Society of Upper Canada and various professional organizations.

Education

Jeffrey graduated from the Osgoode Hall Law School in 1983 and was admitted to the Bar in 1985. 

Government Proposing to Impose 45 Percent Flat Tax on Retirement Income

Proposed Amendments to Income Tax Act re: Private Corporations.

A Tale of Two Sisters, A Tax Horror Story

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness…” This introductor...

A Story about the Birds and the Beebes

Sally Bird and her neighbour, Roberta Beebe, were recently discussing that they were pleased to hear that the government will be closing tax loopho...

The discriminatory impact of the proposed new tax rules for private companies

Let me tell you a story about a man named Jed, the tax man, and the discriminatory impact of the proposed new tax rules for private companies. 

Routinely advise clients on the purchase, sale or financing of a business or investment assets.

Prepared and submitted voluntary disclosures to the Canada Revenue Agency on behalf of clients covering a range of tax errors and omissions including, inter alia, failing to report income earned and assets owned outside of Canada, failing to withhold and remit tax as required, failing to file information reporting forms with the Canada Revenue Agency and failing to report interests in offshore trusts and income or capital derived from them.

Acted for numerous families and businesses to plan and implement a butterfly reorganization to divide real estate holdings or business assets between shareholders or among family members.

Acted for clients to plan and implement transactions for succession planning purposes.

Frequently retained to represent clients in audits by the Canada Revenue Agency of family trusts, operating businesses and investment entities.

Frequently retained by clients to advise and implement estate freezes including the settlement of trusts and the reorganization of family businesses including steps to enable the client and the client’s family to benefit from the capital gains exemption and to defer the “death tax” liability on the value of investment holdings.

We advise clients on all matters relating to estate planning including planning and implementing estate plans, preparing wills, trusts (including alter ego trusts and joint partner trusts) and powers of attorney for personal property and for personal care.

Frequently advise clients on estate planning issues where one or more children reside outside of Canada and where the client or spouse is a citizen of the United States of America.

Frequently advise  clients with children or grandchildren with special needs.

Frequently retained to advise on tax planning to structure divorce settlements including planning and implementing transactions to divide corporate or real estate assets in a tax-efficient manner.

Regularly represent clients to plan and implement multi-generational estate planning which achieves tax efficiencies and next-generation Family Law Act protection.

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