The following is not an all- inclusive list, however it should provide a representation of the tax work that I may provide.

• Freezes-passing on future appreciation
• Income splitting-dividends, capital gains, cheaper after-tax dollars for education/personal use
• Alter-ego/joint-partner trusts
• Wasting freeze-share redemptions (using GRIP)
• Shareholder agreements/buy-sell
• Wills

• Corporate restructuring -bump, pipeline
• Terminal, rights/things tax returns

• Inter-generational farm transfers
• Creditor proofing, capital gains purification
• Incorporation of professionals and other business
• Employee share acquisitions
• Shareholder split-up, asset spin-offs
• Capital gains crystallization
• Loss utilization-amalgamations, wind-ups
• GRIP crystallization, secure loan-back, purification
• Capital dividend account distributions

• Incorporation of partnerships
• Wind-up partnership
• Conversion to proprietorship
• Immigration/Emigration Planning
• Residency and departure issues
• Canadian/U.S. tax filings such as T1,T2,T3, U.S. 1040/1040NR, 1120/1120F/1120S,1065,706/706-NA
• U.S. rental property purchase/sale
• Clearance certificate applications under Section 116
• U.S companies with Canadian branch operations
• Canadian companies with U.S. branch operations
• Other in-bound/out-bound transactions

• Debt forgiveness
• Foreign reporting CRA Forms T1134,T1135,T1141,T1142
• Scientific research & experimental development tax credits CRA Forms T661/T2038
• Voluntary disclosure applications