Areas of Practice

  • Tax planning for corporations

  • Corporate structuring advice

  • Preparation of federal and state corporate tax returns/forms

  • Nexus analysis for the determination of state income tax filing obligations

  • Tax planning and advice for businesses entering the U.S. (e.g., foreign branch vs. U.S. entity), including tax treaty analysis and preparation of treaty-based returns

  • Confirmation of U.S. tax compliance and reporting obligations (in accordance with the Canada/U.S. tax treaty)

  • Recommendations regarding entity selection for new businesses (e.g., Limited Liability Company, C-Corporation, partnership)

U.S. Corporate Tax

  • Tax planning for corporations

  • Corporate structuring and restructuring advice

  • Preparation of corporate tax returns/forms

  • Determination of the tax treatment of business-related transactions

  • Compensation structuring and planning, including cross-border secondment structuring for employees (e.g. tax equalization structuring)

  • Tax planning and advice for U.S. businesses entering Canada (e.g., foreign branch vs. Canadian entity)

  • Confirmation of Canadian tax compliance and reporting obligations (in accordance with the Canada/U.S. tax treaty)

  • Recommendations regarding entity selection for new businesses (e.g., corporation, partnership, sole proprietorship)

Canadian Corporate Tax

  • Preparation of company financial statements (e.g., monthly, quarterly and/or annually)

  • Compilations of financial statements (i.e., Notice to Reader)

  • Preparation of the Management Discussion and Analysis (“MD&A”) report for public companies

  • Assistance in the development of the structure and content of financial statements

  • Optimization of the financial close process (e.g., documentation, process development, and the more efficient utilization of staff and technology)

  • Preparation of accounting opinions, including determinations relating to the accounting treatment of complex transactions

  • Review of financial statements to ensure completeness and compliance

  • Finance team support during the preparation of financial statements

  • Preparation of income tax accounting schedules (e.g., tax provisions), including the required notes to the financial statements (for both Canadian and U.S. entities)

  • Advice on the selection of an ERP system (e.g., NetSuite, SAP)

  • Assistance in the implementation of an ERP system

Corporate Accounting

  • Business expansion and acquisition planning (including capital raising support)

  • Profitability analysis and advice relating to existing business and special projects

  • Development of pricing strategies for revenue and profitability growth

  • Identification and implementation of cost reduction strategies

  • Canadian and U.S. business tax planning

  • Planning for the sale of a business to maximize shareholder value on sale price

  • Analysis of existing debt facilities, including potential recommendations on restructuring strategies to achieve a lower debt-servicing cost

  • Managing cash-flows and banking relationships, including foreign currency hedging

  • Performing financial planning and analysis, including budgeting, forecasting and the development of financial models

  • Preparation of financial budgets, including budget-to-actual reporting and analysis

  • Development of internal controls and systems for stronger financial reporting and analysis

  • Providing strategic direction to the company from a financial and business perspective

CFO Outsourcing

  • Analysis of financial performance, including profitability review and recommendations

  • Advice on business and strategic planning

  • Analysis and review of company-wide cost structures (e.g., operations and administration), including recommendations on cost reductions

  • Financial and tax planning for new business start-ups

  • Planning for business expansion, including advising on the financial and tax aspects of a business acquisition

  • Preparation of financial budgets and forecasts

  • Assistance with obtaining company financing

  • Analysis and review of company financing arrangements and supplier contracts

  • Preparation and delivery of presentations to company management, the Board of Directors and/or the Audit Committee

  • Development and monitoring of internal controls and accounting processes, including the adoption of paperless processes

  • Centralization of internal support services (e.g., finance team)

  • Training, mentoring and hiring company finance staff

  • Development of customized financial models to assess various financial outcomes, including business profitability, product pricing, cash flows, break-even points, and investment requirements, among many others

Consulting