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SERVICES FOR INDIVIDUALS

Tax Solutions for your Individual Needs.

  • Tax Compliance & Advisory (Canada/US/UK) 

  • Departure or Expatriation Planning

  • Voluntary Disclosures    

  • Residency Determination

Cross-Border Estate & Trust Planning

  • US Estate & Gift Tax

  • Canadian & US Trusts with Non-Resident Beneficiaries

  • Canadian & US Estate Planning

  • Non-Resident Rental Tax (Canada/US)

  • Non-Resident Sale of Real Estate (Canada/US)

Athletes & Entertainers

  • Residency Planning (Canada/US) 

  • Withholding Tax Refunds

  • Non-Resident Tax Compliance (Canada/US)

  • Business Management

Global Mobility

  • Expatriate Tax Compliance (Canada/US/UK)