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Whether you are a US citizen living in Canada or a Canadian moving or working abroad, it is important to understand all the cross-border tax implications in order to strategically manage your personal and corporate taxation needs. At Smythe, we service a number of different types of clients, including both US and Canadian residents, part-year residents, US residents with foreign corporations, as well as non-residents. We also service the US tax needs of Canadian companies expanding its business into the US. Our skilled US tax team has experience working with clients in a vast variety of tax situations and is always up-to-date with the most current tax laws, regulation treaties and procedures to ensure we can answer all of your US, Canadian and cross-border tax questions.

US Personal Tax Compliance Services

  • US federal & state personal income tax returns
  • US estate & gift tax returns
  • US expatriation tax returns
  • US income tax returns for estates & trusts
  • US Offshore Voluntary Disclosure Program & IRS Streamlined Procedures
  • Preparation of US annual slips (NR4, 1099)
  • Correspondence with the US tax authorities
  • US foreign reporting filing (FBAR).

US Personal Tax Planning & Consulting Services

  • Consultation on cross-border tax issues & employment abroad
  • US estate & gift tax planning and corresponding Canadian tax implications
  • US expatriation tax planning
  • Pension split calculation to minimize overall tax liabilities
  • Analysis of tax treaty applications for individuals
  • US tax implications from owning RRSP/RESP/TFSA/Mutual funds
  • US tax consequences to US persons owning shares in Canadian corporations (subpart F implications, PFIC issues).

US Corporate Tax Compliance Services

  • US federal corporate and partnership income tax returns
  • US federal income tax and information reporting for foreign corporations
  • US state and local income and other tax returns
  • Representation and liaison before IRS and state tax authorities

US Corporate Planning & Consulting Services

  • US inbound and outbound transaction tax planning
  • Permanent establishment analysis under US-Canada Treaty
  • Tax planning and reporting on investment in US real property under FIRPTA
  • Debt equity thin capitalization analysis
  • US tax review and due diligence on transactions
  • Withholding tax analysis and planning
  • State corporate income tax nexus studies
  • Sales and use tax consulting
August 27, 2021

Intergenerational Transfers – New Rules… For Now

Historically, intergenerational business transfers were taxed punitively compared to an arm’s length sale. That is, a business owner selli...
April 7, 2021

Preparing Yourself for Personal Tax Season

It’s that time of year again! With deadlines closely looming, we want to remind you of important dates to note to ensure a smooth and effi...
April 6, 2021

New Reporting Rules for Trusts Starting 2021

Currently, certain inactive trusts are exempt from filing a trust return (T3 Return). However, for taxation years ending on or after Decembe...

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