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Tom Norton
Joel Widmeyer
Jesse Dugard
Aline Stanboulian
Lori Ann Hofstetter

Tel: 519-886-3342

Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map

Other Locations

3 King St S
Waterloo, ON
N2J 1R1

Publications

Tax Planning Strategies
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Tax Planning Involving Family Trusts
Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In particular, the use of a discretionary family trust to reduce the after-tax cost of children’s educational and other expenses is a common tax strategy and the focus of this publication.
Estate & Succession Planning
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.