Simone Belnavis

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.

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Cassandra Lopes

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.

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Leanne Rodrigo

With over 10 years of experience in tax, Leanne Rodrigo provides Canadian tax advisory services to individuals, corporations, and trusts. Leanne specializes in succession and estate planning, post-mortem planning, corporate tax reorganizations, purchase and sale transactions and cross border transactions. Leanne enjoys presenting on various tax topics which include providing value add tax solutions for…

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Nancy Thandi

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.

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