Edward Caplan, CPA, CA

Partner

Taxation / R & D Tax Credits / Consulting Services

Edward Caplan joined the firm’s tax group in 1997 and was welcomed to the partnership in 2007. Mr. Caplan’s keen research skills and ability to understand complex tax issues are the foundation of his specialization in taxation. Through his creativity and desire to add value to our clients, Edward has helped make PSB Boisjoli well known for its tax consulting services. In addition to providing tax advice to owner-managed businesses, Edward has developed a specialization in cross border tax matters. In this regard, Mr. Caplan is a regular speaker on “Inbound to Canada Investments” at our international affiliation’s (“IGAF”) conferences. Additionally, Edward was a part-time lecturer in the Department of Accountancy at Concordia University.

Edward’s clients include both privately held Canadian companies and multinational entities in the following industries: manufacturing, distribution, information technology, real estate, and service.

His services include:

In-bound to Canada and out-bound investments
Mergers and acquisitions, including corporate tax due diligence mandates
Planning for the sale of a business
Corporate income tax planning including: asset protection and income splitting strategies, and designing shareholders’ agreements
Estate planning including: corporate reorganizations and will planning
Optimization of SR&ED tax credits
Transfer Pricing
Negotiation of agreements with tax authorities
Corporate income tax compliance

Academic credentials, professional accreditation and associations

B.Comm Concordia University, 1992
Diploma in Chartered Accountancy Concordia University, 1994
Chartered Accountant (CA), 1996
Ordre des comptables agréés du Québec
Canadian Institute of Chartered Accountants
Member of the Canadian Tax Foundation
Successful completion of the following CICA’s courses:
- In-Depth Tax,
- International Tax,
- Corporate Reorganizations, and
- Advanced Tax Issues for the Owner Managed Business.