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  Written by: Lydia Ahn Family offices are essential in managing the wealth of high-net-worth families, offering personalized financial services tailored to each family’s unique needs. As family offices seek diversification and growth opportunities, cross-border investments are becoming increasingly significant. These investments offer a way to mitigate risks and tap into high-growth markets worldwide.  Cross-border […]

  Written by: Emma Raivio, CPA Expanding your business through a merger or acquisition in the United States offers numerous opportunities but also comes with a range of complexities. Understanding the cross-border considerations is essential for Canadian business owners to ensure a smooth and successful transaction. This article outlines key planning factors and tax considerations […]

  A dominant or controlling shareholder may, for valid business reasons (e.g., to improve the marketability of an investment), voluntarily surrender shares to the capital of a corporation, which raises questions of how the surrender impacts the other shareholders in the corporation. In PLR 202406002, the IRS ruled that a proposed voluntary surrender of shares […]