Canada is a land of immigrants. While more people arrive than leave, a sizable number emigrate for personal, financial, retirement, or tax reasons. Some are simply returning to their country of origin, others move for lifestyle or tax reasons and often both. We can advise on the tax consequences of leaving Canada, recommend the optimal…

Before coming to Canada, we can provide a preliminary assessment of the family tax position. At the same time, we will address tax planning ideas and consider various planning strategies. These may include: realizing income before arrival (such as exercising stock options); triggering capital gains after arrival since Canada offers new residents favourable capital gains…

Our firm has many years of experience working with Private Equity firms and their clients, including those in Canada, the U.S. and Asia. Some of our experience includes the following: limited partnerships and real estate syndications; tax reporting for partnerships, private equity funds, and syndicated investments; structuring private equity funds; advising management of the  private…

Private equity firms, multinational corporations or simply investors looking for opportunities are interested in Canadian investment. Common investment targets are Canadian resource companies or properties, real estate, and Canadian businesses. Existing businesses may look to expand into Canada, sometimes as a place from which to enter the U.S. market. We advise on the tax implications…

Athletes and entertainers have unique tax issues that require specialized consideration. We are very experienced in analyzing the tax affairs of athletes and entertainers who come to Canada to work, perform, or participate in an event. We can sometimes structure creative and effective tax-planning arrangements to reduce Canadian tax substantially. We can also attend to…

Some say that a company’s external accountant is their most valued financial professional. The relationship with this professional is a special one, often built on years of faithful service and trust. Public accountants are experts in handling day-to-day tax matters, preparing tax returns, planning client remuneration strategies and dealing with the CRA. But more specialized…