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Services

Tax compliance

  • Preparation of Canadian and American tax returns;
  • Communication with various taxing authorities;
  • Responding to requests for information and examination programs from tax authorities in both Canada and the United States;

As a professional athlete, tax returns must be filed in various countries, states and cities. Our primary role is to file these returns in accordance with the applicable laws in each of these jurisdictions, and then ensure that they are properly processed by the governments.

Tax Consultation

  • Assessing the player’s tax situation & planning for departure to the United States;
  • Analysis of residency status throughout the career;
  • Tax planning when signing contracts;
  • Tax planning for players generating sponsorship income;
  • Coaching for players with an interest in philanthropy;
  • Review of investment compliance in a cross-border context;
  • Analysis and understanding of eligible expenses for a professional athlete in Canada and the United States;
  • Assistance with RRSP and 401(K) contributions;
  • Tax planning in partnership with lawyers to minimize U.S. estate taxes (death taxes);
  • Setting up a cross-border estate planning, in partnership with lawyers.