Our Approach


Tax Experience

  • Our tax practice focuses exclusively on cross border tax matters.  You could say “we wrote the book on the subject” – and you would be right, as we have written the largest treatise in the world on the cross border tax laws between Canada and the United States.

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  • The firm currently provides international tax advice to clients with assets between $1 million and $70 billion.  We only have senior lawyers work on your file.

Service & Commitment

Cross Border Tax Advice

  • We provide both Canadian and U.S. tax advice “under one roof”.  This allows us to provide thoughtful and integrated advice in one firm to give you more strategic counsel and better value.

Full Legal Implementation of Our Tax Advice

  • Unlike accounting firms we are able to fully implement the tax advice we give for added efficiency and effectiveness.  We believe the strategic value of tax advice can only truly be realized through the proper implementation of that advice.

Professional Privilege & Confidentiality

  • Unlike accounting firms our advice is governed by the Attorney-Client privilege of the State Bar of New York and the Solicitor-Client privilege of the Law Society of Upper Canada, and the strict professional rules of confidentiality of those jurisdictions.

Concierge Level of Personal Attention

  • We represent a small number of clients at only one time, which allows us to devote our attention to serving your needs on both a personalized and priority basis.

Project Management & Teamwork

  • We agree with the military adage, if you fail to plan, plan to fail.  We take pride in working with our clients to design cross border strategies that are consistent with their business value drivers and personal objectives.

Virtual Law Firm

  • We can expand our team to meet your exact legal needs.  As a virtual firm, we work with leading legal, accounting, and transfer pricing experts in North America.  Our Toronto office is situated within one of the largest full service law firms in Ontario.  We enjoy and welcome the opportunity to work with your advisors.