Tax Strategies

Carlton Group Ltd.* plays an active role in working with clients to consult on taxation laws and guidelines related to rewards associated with their recognition and incentive programs.

Within each country various types of reward programs may be treated differently from a taxable benefit perspective. Examples can include:

• Years of Service Programs
• Performance Achievement Programs
• Safety Programs
• Travel Programs
• Employee Gifts

As each country has its own set of tax laws and guidelines, Carlton Group Ltd. has developed a global strategy that provides our clients with informed and educated recommendations based on conducting proper research and analysis on the current laws and tax rulings in that country's specific marketplace. Our services and expertise include:

• Retained Legal Tax Counsel consultation
  • Experience with numerous published tax articles
  • Representation before Federal and Provincial/State tax and revenue authorities
• Investigation and communication with local Tax Agencies
• Where permitted, private ruling submission process with local Tax Agencies
• Letters of clarification and updates
• Chair of tax committees within various countries
• General tax recommendations

Our tax resources and expertise are a critical component of any program design strategy we develop as the goal is to maximize the value of our client's budget considerations while minimizing the taxable impact to the program recipient.

* Note: Although Carlton Group Ltd. is pleased to advise on tax strategies relating to recognition and incentive programs, we do not purport to take the place of a legal advice. Therefore, we strongly recommend any tax considerations be reviewed and approved internally by your corporate legal and finance teams.