Other Consulting Services

We have a detailed understanding of the principals of tax and estate planning in Canada and the U.S.

We have helped many clients develop a cross-border estate plan the carefully navigates the issues of Canadian probate and deemed disposition taxes on death along with the U.S. estate and gift tax regime.

Contact us to see how we can restructure your estate to make sure that it ends up with your beneficiaries and not with the CRA and IRS.

We can review your assets and retirement objectives and work with you to develop a plan that will allow you to live out the retirement you have dreamt of.

Our team is experienced at planning for the utilization of complex assets such as the shares private Canadian corporation, offshore investments, and interest in trusts.

Contact our team today to see how we can help you build the ultimate retirement plan.

Our team contains experts in Canadian and U.S. taxation. If you have a significant issue that needs to be answered with certainty, we are available to provide a written technical opinion that draws upon legislation, rulings by tax authorities, and relevant case law to provide you with a well supported position.

Our expertise in both U.S. and Canadian tax puts us in a unique position to understand the how various tax structures and planning techniques work on both side of the border. Let us put this expertise to use to build you a corporate structure that ticks all the tax planning boxes.