Feigenbaum Law

Personal Tax Planning and Compliance

Personal Tax Planning and Compliance for Complex Matters
& High Net-Worth Individuals

Our goal is to create the best tax strategy possible for our clients. We work with you to create a personalized solution that will streamline your compliance requirements and set you up to take advantage of all possible current and future opportunities to reduce your tax burden. Our focus is complex matters related to tax planning for individuals with high net-worth. Our in-depth knowledge of the tax regimes in both countries enables us to comprehensively understand how changes in one jurisdiction will affect tax compliance in another.

Accountants and lawyers in both the US and Canada routinely seek us out for assistance with complicated tax compliance issues. We prepare personal tax returns for high net-worth individuals in both Canada and the US. Our expertise in both countries allows us to manage the unique issues presented by owning multiple properties and having multiple revenue sources. As always, our services are confidential and customized to meet your situation.

We provide the following services to clients in the US and Canada:

  • Personal tax preparation
  • Drafting US trusts and US wills
  • Trust taxation work including Estate and Gift (Form 706/709) tax return
  • Information reporting such as :
    • Form 5471/5472, Information returns with respect to US owners of certain foreign (non-US) Corporations, or foreign owners of US corporations
    • Form 3520/3520-A, Annual Return to Report Transactions with Foreign (non-US) Trusts and Receipt of Certain Foreign Trusts
    • Form FinCEN 114, Report of Foreign (non-US) Bank and Financial Accounts
  • Consulting and planning services on all complex tax compliance matters

Contact us for Custom Personal Tax Planning

Contact us for a custom solution to your personal tax planning needs. Our unparalleled knowledge of US and Canadian tax makes us leaders in this field. Contact us about making your transition across the border as smooth as possible. We offer services to clients in the US, Canada and around the world. Contact us to learn more about how we can help or call us at (905) 695-1269 or toll free at (877) 275-4792.

Services

Sports & Entertainment

Our firm has expertise in the entertainment industry, including film, television, journalism, sports and music. We provide confidential…

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Personal Tax Planning and Compliance

We will work with you in developing a tax compliance strategy with the goal of creating a consistent compliance regime that will take…

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Tax Controversy & Litigation

We have significant experience in the administration and litigation of tax matters in the US and Canada. We have an in-depth…

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Business Expansion to the United States

Existing businesses that are expanding to the US should seek out our expertise for analysis and advice regarding…

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Cross-Border Estate Planning

We create strategies to transfer and preserve wealth for those subject to estate taxation in Canada and/or the United States…

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Skillful Corporate Tax Planning and Compliance

We assist our clients in making informed choices that lower their overall tax burden, ensure state and federal tax compliance…

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Immigration

For individuals or employees who want to travel, live, or work in the United States, we offer US Immigration, Work Permit…

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Business & Litigation Services

Our legal expertise includes areas of corporate and commercial law, employment law and certain types of litigation. Should you…

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Business Management Services

We provide discreet, confidential, and professional business management services to athletes, actors, directors, producers, writers, musicians, and executives.

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