Tax-Exempt Entities
Power your impact. Protect your standing.
Your organization exists to serve—not to get lost in red tape. We help you stay tax-compliant, alert, and focused on what matters most.
Leading a tax-exempt organization means constantly balancing vision and accountability. You’re navigating evolving Canada Revenue Agency rules, growing public scrutiny, and complex partnerships—all while staying focused on the essential work your stakeholders rely on. And when tax missteps occur, the risks aren’t just reputational—they’re existential.
We support you through the process. Harnessing decades of experience advising charities, not-for-profits, and other tax-exempt entities—including Indigenous groups, educational institutions, municipalities, and a range of foundations, associations, and clubs—we deliver the legal clarity and creative problem solving you need to maintain your tax-exempt status, seize new opportunities, and propel your mission forward.
Invested in your journey
Your work matters—and we’re here to clear the path forward. From internal governance to major endowments, we offer integrated legal support that strengthens your foundation and safeguards your future. Here’s what sets us apart:
Advanced, risk-aware tax solutions: Careful tax planning is central to the success and sustainability of your organization—from fundraising and revenue strategies to executive compensation planning. Backed by one of Canada’s most formidable tax law teams, we bring the depth and perspective needed to navigate complex structures and support you at every stage.
Global reach, borderless advice: Whether you’re partnering with international donors, expanding programs abroad, or navigating foreign grant rules, we have you covered. With offices across Canada, the UK, Europe, the Middle East, and Asia, along with strong ties with local advisors worldwide, we offer nuanced local guidance wherever your operations take you.
“No surprises” approach to billing: When every dollar counts, responsible stewardship matters. Our flexible fee options are designed to work with how you plan and operate—giving you transparency, predictability, and confidence in every engagement. Our focus is on helping you stay compliant without compromising your ability to deliver impact.
360-degree support: Tax may start the conversation, but it rarely stops there. In working with us, you gain frictionless access to a deep bench of professionals in employment, IP, real estate, litigation, Indigenous law, municipal law, government relations, and beyond—many bringing direct board experience and all working together to meet the full spectrum of your organization’s legal needs.
"Our clients are doing the kind of work that changes lives—and they carry a tremendous weight in doing so. Our role is to make sure legal complexity never stands in the way, and to help shoulder that responsibility with them."
– David Stevens, Co-Leader, Tax-Exempt Entities Group
Services that meet you where you are—and take you further
Whether you're building something new, managing day-to-day operations, or navigating change, we help you maintain momentum and prepare for what’s next. Explore our services:
Tax compliance & CRA audits
Our team supports you in staying compliant with federal and provincial tax laws, advising on receipting, gifting, and reporting obligations. We also represent clients during CRA audits, revocations, and compliance reviews, helping protect your organization’s status and credibility.
