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Carla Figliomeni

Partner, Tax Law - Commercial Law

KPMG in Canada

Carla Figliomeni’s practice focuses on trusts and estates and personal tax planning. She advises clients on planning for family business succession, corporate reorganizations and amalgamations, and estate freezes, as well as maximizing capital gains exemptions, identifying income-splitting opportunities, and drafting wills and trusts with consideration to probate tax issues, Family Law Act implications, and eligibility for the Ontario Disability Support Program. In addition, Carla’s practice encompasses domestic and cross-border estate planning, including Canada -U.S. planning and planning involving common law and civil law jurisdictions and forced heirship regimes.

Carla works closely with family offices, including KPMG’s multi-family office, to help simplify complex wealth circumstances, protect and grow a family’s estate, plan for effective charitable giving, and uphold a family’s legacy. She also advises both individual and corporate trustees, executors, and attorneys for property on their duties and obligations, and has experience advising on multi-jurisdictional estate administrations. In addition, Carla often counsels beneficiaries on their rights with respect to their interest in a trust or estate.

Prior to joining KPMG Law LLP, Carla was a partner in the Tax group of a large national firm, focusing on personal tax planning for high net worth individuals.

She enjoys writing and speaking on a variety of topics, and is a member of the Society of Trust and Estate Practitioners (STEP).

Carla Figliomeni

Education and qualifications

  • Ontario Bar, 2010

  • LL.M. (taxation), Osgoode Hall Law School, York University, 2014

  • LL.B., University of Ottawa, 2009

  • M.A. (international political economy), York University, 2006

  • B.A. (political science and law and society, honours), York University, 2005

Accreditation

  • Member, Society of Trust and Estate Practitioners (STEP)

  • STEP Canada Qualified Practitioner Program, 2017

  • Achievement Award (STEP)

  • Worldwide Excellence Award (STEP)

Community Involvement

  • Law Society of Ontario-Canadian Bar Association.

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