TAX PLANNING

CANADA TO USA                 USA TO CANADA


PRE-IMMIGRATION TAX PLANNING
You will require proper selection of the right tax planning professionals who know the departure tax laws of your country of origin so as to minimize your exit tax bill and ensure a smooth transition into Canada or the United States.


TRANSITION TAX PLANNING
Transition of your wealth into Canada or the USA and setting up your company in Canada or the USA requires expert strategizing and advice.

Strict compliance with Canadian or American tax laws is essential or the consequences can be very costly.

You will also want to learn about tax-saving and tax exemption opportunities which are available to you as a wealthy immigrant.


POST-IMMIGRATION TAX PLANNING
You will be interested in finding out about the tax consequences faced by and opportunities available to businesspeople, investors and real estate owners.

Once you are established, you will understand that every business and investment decision you make in Canada or the USA must be viewed from the tax perspective.

Proactive tax planning is essential because Canada Revenue Agency or the Internal Revenue Service (IRS) are your business partners from the tax perspective.

Understanding the immediate and long term impact of tax on business decisions is vital to your business.


BUSINESS TAXATION PLANNING
Canadian and American tax laws are complex, multi-layered and continuously changing. You will need qualified professional tax advice to deal with these matters. Business owners in Canada and the USA must keep on top of trends and key issues involving new rulings and legislation.

Whether yours is a private or public company, you will want to coordinate taxation of your different corporate entities in order to generate more income after taxes.

Compensation strategies play a vital role. Management of income taxes payable by the company and shareholders will need to be analyzed and planned.

The tax impact of business decisions must always be taken into consideration. Reduction of federal tax on corporate income and the capital gains tax burden will have to be addressed when you live, work and invest in Canada or the USA. Also, reduction of global tax costs for companies doing business abroad and in their countries of origin will have to be implemented by international corporate tax professionals.


DOING BUSINESS IN AMERICA
The United States of America is Canada’s largest business partner. Many Canadian companies depend upon the U.S. market in order to grow and prosper. There are many tax implications involved in doing business with the United States. They must all be addressed in order to comply with regulations on both sides of the border and to avoid overpaying taxes. The impact of tax treaties between Canada and the United States play an important role in a company’s bottom line. Laws change all the time. You will need expert tax advice.

RETIREMENT TAX PLANNING & REDUCTION
Tax-saving tools are available in Canada and the USA to help you maximize your retirement income while protecting your wealth. Investors can enjoy retirement income worldwide. Professional guidance is essential in order to meet your particular needs and those of your family.


FOR FREE
INFORMATION AND INTRODUCTIONS
TO LEADING PROFESSIONALS


PLEASE CONTACT


ROBIN BEHAR MBA
Senior Financial Advisor


Montreal, Quebec, Canada


PHONE
514-739-8157

PERSONAL EMAIL