Considered notes on tax planning, cross-border matters, and structuring — written for owners, professionals, and families who think in decades.
What incorporated business owners should review with their advisor before December 31 — from compensation mix to capital purchases and intercompany planning.
The factual tests that determine residency are subtle, and the consequences of getting them wrong are not. A practitioner's view.
Estate freezes, family trusts, and post-mortem planning. Why the structures that matter most are usually the ones designed earliest.
A measured response is almost always better than a fast one. What to do — and what not to do — in the first 30 days.
The interplay between corporate, personal, and registered accounts is where most after-tax return is gained or lost.
Salary, dividend, bonus, or hold — the integration calculus has shifted. A current view on what efficient compensation looks like.
For existing clients and qualified prospective clients only. Sent sparingly, and never shared.
Request AccessWhether you are restructuring a business, planning an estate, or navigating a cross-border tax matter, the first step is a thoughtful conversation.
