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Mark	Details	Status	Class/Description
	Mon Fiscaliste Virtuel (Francais) & My Virtuel Tax Law (English) Luc Dubé & Associates Inc. 2380634 18 Feb 2025	FORMALIZED on 18 Feb 2025	Tax Consultation Services: Providing expert advice on tax planni... Class 045 Class 045 Personal & Legal & Social Services Tax Consultation Services: Providing expert advice on tax planning, compliance, and strategies to minimize tax liabilities. This may include guidance on deductions, credits, and optimizing tax situations based on individual circumstances. Preparation of Tax Returns: Assisting individuals in preparing and filing their income tax returns, ensuring accuracy and compliance with current tax laws and regulations. Tax Representation Services involve representing individuals in dealings with tax authorities, such as the Canada Revenue Agency (CRA), during audits, disputes, or appeals. This includes preparing necessary documentation and advocating on behalf of the client. Estate and Gift Tax Planning: Offering advice on structuring estate plans to minimize tax implications for heirs and beneficiaries, including strategies for gifting assets and setting up trusts. Tax Compliance Services: Ensuring that individuals stay compliant with tax laws by providing support in meeting deadlines, filing requirements, and understanding the implications of their financial decisions. Foreign Income Tax Consulting: Advising individuals who have foreign income or assets on how to comply with international tax laws and reporting requirements, including issues related to tax treaties and foreign tax credits. Tax Dispute Resolution Services: Assisting clients in resolving disputes with tax authorities, including negotiating settlements, establishing payment plans, or appealing assessments. Tax Education Seminars and Workshops: Offering educational sessions aimed at helping individuals understand tax laws, their rights and obligations, and effective tax planning strategies. Investment Tax Consultation: Advise individuals on the tax implications of various investment options, including real estate, stock options, and retirement accounts, to help them make informed decisions that align with their financial goals. Charitable Donation Planning: Guiding how to maximize the tax benefits of charitable donations, including the best ways to structure donations to achieve both philanthropic and tax-efficiency goals. These examples represent a range of services tax professionals and legal advisors provide to assist individuals with their tax-related needs.

FORMALIZED

on 18 Feb 2025

Mon Fiscaliste Virtuel (Francais) & My Virtuel Tax Law (English)

Luc Dubé & Associates Inc.

2380634 · 18 Feb 2025

045

Class 045

Personal & Legal & Social Services

Tax Consultation Services: Providing expert advice on tax planning, compliance, and strategies to minimize tax liabilities. This may include guidance on deductions, credits, and optimizing tax situations based on individual circumstances. Preparation of Tax Returns: Assisting individuals in preparing and filing their income tax returns, ensuring accuracy and compliance with current tax laws and regulations. Tax Representation Services involve representing individuals in dealings with tax authorities, such as the Canada Revenue Agency (CRA), during audits, disputes, or appeals. This includes preparing necessary documentation and advocating on behalf of the client. Estate and Gift Tax Planning: Offering advice on structuring estate plans to minimize tax implications for heirs and beneficiaries, including strategies for gifting assets and setting up trusts. Tax Compliance Services: Ensuring that individuals stay compliant with tax laws by providing support in meeting deadlines, filing requirements, and understanding the implications of their financial decisions. Foreign Income Tax Consulting: Advising individuals who have foreign income or assets on how to comply with international tax laws and reporting requirements, including issues related to tax treaties and foreign tax credits. Tax Dispute Resolution Services: Assisting clients in resolving disputes with tax authorities, including negotiating settlements, establishing payment plans, or appealing assessments. Tax Education Seminars and Workshops: Offering educational sessions aimed at helping individuals understand tax laws, their rights and obligations, and effective tax planning strategies. Investment Tax Consultation: Advise individuals on the tax implications of various investment options, including real estate, stock options, and retirement accounts, to help them make informed decisions that align with their financial goals. Charitable Donation Planning: Guiding how to maximize the tax benefits of charitable donations, including the best ways to structure donations to achieve both philanthropic and tax-efficiency goals. These examples represent a range of services tax professionals and legal advisors provide to assist individuals with their tax-related needs.

Tax Consultation Services: Providing expert advice on tax planni...

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Luc dubé & associates inc. (1)

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Class 45 (1)

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