Sometimes, life doesn’t fit neatly within borders. When your personal tax situation spans different jurisdictions—whether it’s from earning income, holding investments, owning property, or living abroad—the rules quickly become more complex, and the consequences of getting it wrong can be more significant.
When cross-border tax planning matters most
Our cross-border personal tax services are designed for business owners, high net worth individuals, and families with ongoing tax obligations in more than one country, most commonly Canada and the United States. We focus on coordinated planning and advisory support to help support your long-term strategic goals.
In these situations, you may be required to report income and file tax returns in more than one country. Each jurisdiction has its own rules around residency, income, and reporting requirements. Without proper planning, there’s risk of double taxation, missed credits, or unexpected tax liabilities.
Our approach
When developing your cross-border tax strategy, we take a holistic view—considering personal, business, and investment activities. Our integrated approach is built for more complex situations and considers multiple jurisdictions. Our strategy is often centred on planning, structuring, and risk management, with compliance as part of a broader strategy—often intersecting business ownership, succession, and estate planning.
Work with us
Advisory-led approach
Our teams have helped individuals and families with complex asset structures in various jurisdictions, connecting the dots between their tax strategy and their life goals and objectives.
Personalized solutions
There’s no one-size-fits-all. We get to know your unique challenges to provide clear, practical guidance for your specific situation, touching on how this affects other areas of your tax planning.
Integrated Canada–US delivery
Cross‑border compliance is interconnected—so compliance shouldn’t be siloed. We look at both Canadian and US obligations together to help ensure you’re maximizing opportunity.
