Bryan McNulty
Bryan McNulty
Lawyer
905.273.3022 Ext. 248
bmcnulty@pallettvalo.com
Bryan McNulty heads up the firm's Tax Practice and is also a member of the Wills, Estates & Trusts Practice and Family Business Law Group.
Practice
Bryan's practice includes tax and estate planning advice in respect of wills, estate freezes, income splitting, utilizing capital gains exemptions, business succession, life insurance and charitable giving strategies. Bryan works with business owners and their advisors providing tax planning advice to assist with the ownership, sale and acquisition of businesses.
Bryan also specializes in Canadian and Canada/U.S. cross-border estate planning with an emphasis on tax planning as it relates to individuals, estates, trusts and business succession for families with U.S. family members.
Bryan has written several articles for Canadian Tax Highlights, spoken at numerous conferences including the Law Society's Trust and Estates Forum and the Canadian Institute of Chartered Accountant's National Conference on Income Taxes, and taught the taxation section at the School of Accountancy.
Professional Memberships
Society of Trust and Estate Practitioners (STEP)
Board of Directors, Estate Planning Council of Mississauga
Education
B.B.A. (Hons.), Wilfrid Laurier University (1992)
LL.B., Osgoode Hall Law School (1995)
Trust and Estate Practitioner (T.E.P) (2002)
Called to the Ontario Bar, 1997
Publications
- Income Splitting Opportunities for Families Using Prescribed Loans (April 2009)
- Tax Planning and Interest Deductibility after Lipson (March 2009)
- Some Estate Planning Opportunities (revised December 2008)
- Estate Planning Updates, Recent Cases (July 2007)
- A Guide to Will Preparation and Estate Planning
- A Guide to Estate Planning - Disabled Beneficiaries
Videos
- Tax Tips for Entrepreneurs (March 2009)
- Federal Budget 2009 Commentary - The Good, the Bad and the Tax Breaks (February 2009)