Tax Law

Personal Tax Planning

Our professionals offer practical, comprehensive, and innovative advice for your personal tax challenges. We help you minimize your tax expense, which is often your largest personal expense. We offer cutting edge solutions to the most complex tax problems.

We have experience in:

  • Private client personal and estate planning
  • Tax planning for family-owned businesses including succession planning
  • Real estate transactions
  • The use of various vehicles, including trusts, to acquire U.S. personal real property
  • Elder law
  • Tax disputes
  • Tax compliance
  • Appearing before the Tax Court of Canada, the Federal Court, and the Federal Court of Appeal


  • High-net-worth individuals (both their personal interests and their business interests)
  • Owner-managers of successful businesses
  • U.S. citizens living in Canada
  • Foreign investors in Canada and the U.S.