Charles Fu

Background

About Charles Fu

Areas of Expertise: CORPORATE RESTRUCTURING. From asset transfers to divisive reorganizations to loss consolidations to buy-sell arrangements, I will identify the best strategy to help you meet your planning objectives in the most tax efficient manner. WEALTH PRESERVATION. You have built up your wealth through years of hard work. Why squander it to the tax authorities? I will preserve your wealth and help you pass it to future generations using estate and succession planning techniques such as family trusts and multiple wills. SUBJECT MATTER EXPERT. From time to time, businesses and their owner-managers inevitably run into both old and new tax issues – whether it is GAAR, safe income, TOSI, or COVID-19. When a tax issue develops, you must have an expert who has the knowledge, experience and confidence to resolve the matter in the best manner possible. TRUSTED GO-TO ADVISOR. Dealing with CRA can be challenging and intimidating, which is why you need a trusted advisor to help you navigate through a tax audit or review, file objections to dispute an assessment, submit a voluntary disclosure application to report previously unreported income, request for interest or penalty relief under the taxpayer relief program, or handle general CRA queries. TRAINING, CONFERENCES & SPEAKING ENGAGEMENTS. The tax world constantly evolves. Communication is key to keeping up to date on tax developments that matter the most to you. Background: My experience includes acting for clients in multiple industries, including real estate and construction, professional services, technology, manufacturing, retail and not-for-profit. I am a Chartered Professional Accountant in Canada, with a Master of Taxation degree (University of Waterloo).