Because we have a network of experts we work with, we can provide “one-stop-shopping” for all your cross-border advisory needs.

1. Cross-border taxation
   Clients who live in one country and invest in another have special needs. We specialize in assisting those clients who live in the United States and invest in Canada and vice versa. We provide comprehensive tax advice, return preparation, and tax minimization strategies. We can also handle all your administrative filings and answer your questions. We use a team strategy that draws upon US and Canadian tax experts who coordinate their strategies and approach so that you get the best combined advice as it applies to you and your international holdings. The client profile for this service is anyone who invests cross-border.
   
   
2. Cross-border investment structuring
   Every entity structuring decision involves tax, accounting, business and legal considerations. We will design an entity structuring plan that provides you with the highest level of legal protection feasible coupled with a favorable tax environment. We will also ensure that our overall entity structuring plan is well integrated so that all entities work together to take advantage of the unique tax attributes associated with each entity type.
   
   

   The best approach for you to hold investments can vary greatly from one person to another. Are you focussed on asset protection, tax mitigation, estate planning, or wealth preservation? Should you use corporations –C-Corps, LLC’s, Canadian corporations – trusts, or hold your investments in your own name? We don’t believe in a “one-size fits all” approach. Instead, we gather the required information to find a solution that fits your needs.
   
   The client profile for this service are companies or individuals who are investing in the United States or Canada and are based in the other country and are starting their investment career or are looking to expand or change their approach.