Collins Barrow partners John Oakey and Todd King recently teamed up with McInnes Cooper partner Daren Baxter to present to the Atlantic Chapter of the Society of Trust and Estate Planners (STEP) on Estate Planning for Canadians with US Connections. Their session addressed US domestic tax considerations and cross-border estate planning for an audience of estate planning specialists from throughout Atlantic Canada.
“For US citizens residing in Canada and Canadians with US real property or business interests, US tax issues are a fundamental part of a sound estate plan,” says Todd. “Collins Barrow has deep expertise in developing integrated strategies to minimize income and estate taxes on both sides of the border.”
For further information contact:
Todd King
Partner
(902) 446-7129
tking@collinsbarrow.com
John Oakey
Partner
(902) 404-3176
joakey@collinsbarrow.com
Janice Chan
Media Relations
(647) 727-3645
janicec@akcessia.com
About Collins Barrow
Recognized as Canada’s mid-market leader for audit, tax and advisory solutions, our association of 22 independent member firms comprises the eighth largest public accounting group nationally by revenue. Through our strong network infrastructure, shared expertise, resources and offices from coast to coast, we provide clients ranging in size from large, publicly traded companies to owner-managed and emerging businesses with a full complement of professional services across every major industry sector.