Cross-Border tax planning
Our dedicated team of qualified cross-border specialists work to implement a plan that serves your case best. Whether you are moving for work or to wake up to a warmer climate every day, it is crucial we plan ahead to make your transition smooth, minimize overall taxes, and avoid double taxation. With our straight forward approach, we equip our clients with the clear facts of their circumstance, explaining your tax obligations and useful information on smart tax planning, while remaining in full compliance with the CRA and IRS.
Book a consultation with us, and let us work on your unique case to make the move easier.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.
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