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Canada – US Tax Team

Canada – US Tax Team

Montreal, Canada (February 3, 2009) - UHY International member  firms UHY Advisors (USA), UHY LDMB (Vancouver), UHY Victor (Montreal), Goldfarb, Shulman, Patel (Toronto) have created a joint knowledge group to address the rapidly expanding needs of companies and individuals related to U.S.-Canada cross-border tax and business issues.

“With our hands-on tax experts, the group brings both the knowledge and experience required to assist clients in planning and implementing solutions to deal with US-Canada cross border issues” said UHY CUTT Chairperson Jonathan Levy.  “Collaborating on technical issues from  both sides of the border ensures that our solutions are properly integrated and effective in both the U.S. and Canada,” Levy added.

Recent changes in both US and Canadian tax legislation, along with the fifth protocol to the US-Canada tax treaty, have rendered many existing business structures and arrangements ineffective.

Member firms who are part of the CUTT group can assist with:


  • Structuring of cross-border business expansion with consideration of:
    ‧  Integrated tax minimization
    ‧  Utilization of possible losses
    ‧  Repatriation of profits
  • Compliance with Federal, State & Provincial tax laws
  • Payroll administration and year-end reporting requirements
  • Analysis of available corporate tax incentives and government assistance
  • Establishing an effective transfer pricing policy
  • Performing transfer pricing analysis
  • Sale of a cross-border business
  • Cross-border real estate ventures
  • Developing local business & banking contacts


  • Preparation of US and Canadian personal income tax returns
  • Analysis of the tax ramifications of a cross-border move
  • Expatriate tax planning and preparation

Estates and Trusts

  • Cross-border Trust and Estate planning and administration
  • Tax planning to minimize exposure to US Estate Taxes


Jonathan Levy, CUTT Chairman
514-282-1836 ext. 275


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+1 514 282 1836

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