Personal Tax Planning

Income tax planning for those with ties to the US comes with unique complexities that require an experienced team of US tax professionals. Our team works with clients and their accountants and other advisors to develop income tax plans that simplify the complexities and provide solutions. Income tax planning includes:

• Sub Part F risks/llanning
• Dealing with GILTI issues
• Cross-border income considerations
• Tax return preparation

You’re proud of what you’ve built, but a point comes in every entrepreneur’s life when it’s time to start planning for what the business looks like without you and what your life will look like after the business. Effective succession planning protects your legacy and ensures the business can continue on successfully as you move on to the next phase of your life. Our team of US lawyers and Certified Public Accountants provide peace of mind with comprehensive succession planning and tax strategies tailored to your situation.

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Are you dreaming about escaping the cold winter months south of the border, or cashing in on gains from your US investments? If you’re contemplating purchasing or selling US real estate, be sure to consider the tax consequences before taking the plunge. Our team of US and Canadian Lawyers and Certified Public Accountants and Chartered Professional Accountants will work closely with you to design strategies so you can avoid potential tax pitfalls, and get the most out of your investment or sale.

For those planning retirement or recently retired, a tax strategy that optimizes your tax situation is essential for ensuring your retirement income goes further and allows you to live comfortably for the length of your retirement. Our team works with you to gain a complete understanding of your current situation and provide solutions tailored to you.

Part of your legacy comes down to how your wealth is preserved, and how things are handled when you’re gone. Our team of US tax lawyers and Certified Public Accountants provide complete peace of mind that everything is taken care of with comprehensive tax strategies tailored to your situation.

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Having our team of US tax lawyers and US Certified Public Accountants on your side provides confidence when navigating tax disputes and litigation. We simplify the process and help you navigate Internal Revenue Service disputes to reach a solution that supports your overall financial goals.

Divorce can bring unwelcome stress, both on the personal and financial sides of your life. We understand that tax implications are the last thing on your mind, so our team makes it a top priority to ensure those with ties to the US navigate divorce in the most tax-efficient manner possible. Divorce navigation includes:

• Matrimonial property issues
• Dealing with US tax issues when a US citizen is a party to the divorce
• Consideration of foreign tax issues when dealing with foreign assets that are part of the matrimonial property division