Other Consulting Services

“There is as much wisdom in soliciting good counsel as in giving it.”

— Madeleine de Souvre

Our team has built a reputation for the breadth and depth of expertise that we have in the field of tax and estate planning.

We have spent the past decade working with clients, accountants and lawyers around the world in developing innovative solutions to the trickiest situations. Read on for some of the many ways we can help you.

  • Estate Planning

    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.

  • Retirement Planning

    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.

  • Technical Opinions

    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.

  • Corporate Structuring

    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.

Pricing Options

 

We understand that every situation is unique and when it comes to consulting arrangements, one size does NOT fit all. For this reason we have a various options for our consulting pricing to suit your unique needs.

  • Not sure exactly what your final goal is but have some ongoing questions that need answers?

    We are available for hourly consultations depending on your needs. Our hourly fees are as follows:

    Complex Tax Issues - Tax Director - $450 / hr

    Routine Tax Issues - Senior Tax Analyst - $175 / hr

  • If you are looking for a specific product such as a comprehensive estate plan or a technical opinion, our fixed fee engagements may be your best option.

    Under this model we will provide you with an upfront fee quote for the project. Our quote is binding and you won’t need to worry about ballooning costs.

  • If you already are using us for your tax compliance needs, contemplate opting in to our “tailored” or “premiere” service bundle to obtain a number of complementary tax consultation sessions and discounts on any special consulting arrangements you may need.