Cassandra has a broad range of experience in advising individuals and businesses on various cross-border tax matters. She has assisted clients with immigration/emigration, expanding their business to the U.S., gift and estate tax, sales and income tax issues, as well as U.S. and Canadian tax compliance for individuals, businesses, partnerships, and trusts.

Simone has 15 years of U.S. corporate and partnership tax experience within various industries, including financial services, transportation, entertainment, and more. Recently, Simone has focused on Canadian/U.S. cross-border activities, corporations expanding into the U.S. (structuring), Canadian investing in U.S. real estate, advising on Nexus analysis, and state income tax filing requirements.

Nancy has a broad range of experience in advising private companies and their shareholders on various Canadian tax matters. She has assisted clients with estate planning, tax-effective distributions, reorganizations, mergers & acquisitions, immigration/emigration, cross-border transactions, and corporate and personal tax compliance.

Randa works with a wide range of clients including owner-managers, private businesses, and high net worth individuals to help them with tax-efficient strategies. Her primary services include estate planning, corporate tax planning, immigration and emigration planning, cross-border transactions, and corporate and personal tax compliance. Randa is a Tutorial Series Facilitator for CPA Canada’s In-depth Tax…