Tax and estate planning is an important, and often neglected, topic for everyone. In order to ensure that as much of your hard-earned money is retained for the benefit of you and your family, planning is required. The laws can be complex, and for many people it involves issues that they would rather not spend time and money thinking about.

However, the consequences of inadequate planning can be severe in terms of both penalties for non-compliance with income tax rules, and unexpected challenges for those responsible for settling estates. When an individual or family has connections to both Canada and the United States, there is an added level of complexity that requires specific expertise uncommon among the professional tax and estate planning community.

The attorneys at Altro LLP specialize in such planning for US citizens in Canada and Canadian citizens with cross border issues. We understand how the US and Canadian rules apply and interact as a consequence of the Canada-US Income Tax Treaty. With the right planning, many of the adverse consequences can be avoided. We take the time to fully understand the facts and objectives of a client, and develop custom-tailored solutions to arrive at a favorable result.