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International Tax Planning Yonge and Bloor

Strategic Cross-Border Tax Planning for Canadians and Global Investors at Yonge & Bloor, Toronto

At Toronto Tax Consulting, our Yonge & Bloor office provides advanced international tax planning for individuals, corporations, and estates with complex cross-border needs. We specialize in U.S.-Canada tax compliance, G20 treaty optimization, global investment structures, and estate planning across jurisdictions.

Whether you’re moving abroad, acquiring foreign property, inheriting cross-border wealth, or expanding your business globally, we help you legally reduce your tax burden and ensure compliance in Canada and beyond.

International Tax Planning Yonge and Bloor
International Tax Planning Yonge and Bloor

Why Choose Our International Tax Planning Yonge and Bloor Services?

International Tax Planning Yonge and Bloor

✔ Located in Toronto’s Financial Core – Accessible, reputable, and highly specialized in international tax law.
✔ U.S. & Global Expertise – We focus heavily on U.S.-Canada planning and tax strategy across all G20 and EU countries.
✔ Tailored to Your Profile – Whether you’re a private investor, family office, or global entrepreneur, we offer individualized planning.
✔ Full Legal Compliance – Every plan we design adheres to Canadian tax law, U.S. Internal Revenue Code, and relevant treaties.
✔ Led by a Trusted Expert – Headed by Senior International Tax Advisor Julian Das, LLM (Tax).

Meet Julian Das, LLM (Tax)

International Tax Planning Yonge and Bloor

Julian Das is a Senior International Tax Advisor and the principal of Toronto Tax Consulting. He holds advance degrees with specialization in International Tax Law. His professional background includes deep experience in:

  • The Canadian Income Tax Act
  • Cross-border tax compliance (U.S.–Canada)
  • Multinational tax planning for G20 and EU countries
  • Non-resident taxation, GST/HST, and corporate tax structuring

Julian’s multidisciplinary training in law, accounting, and finance allows him to provide integrated tax strategies that address the legal, regulatory, and financial dimensions of international tax matters.

Our International Tax Planning Process

International Tax Planning Yonge and Bloor

Our process ensures precision, confidentiality, and tax efficiency:

Step 1: Initial Consultation

We assess your situation, identify jurisdictions involved, and clarify your goals (emigration, expansion, investment, estate, etc.).

Step 2: Tax Residency & Treaty Analysis

We determine your tax residency under domestic and treaty rules. If applicable, we assess dual residency, centre of vital interests, and tie-breaker clauses (e.g., Article IV of the Canada–U.S. Tax Treaty).

Step 3: Structure & Risk Review

We analyze the optimal structure for your global affairs. This includes:

  • HoldCos, ULCs, LPs, and trusts
  • Risk of deemed residency or permanent establishment
  • Withholding tax exposure and GAAR review

Step 4: Strategic Tax Plan

We deliver a customized international tax plan with:

  • Annotated legal strategies
  • Compliance requirements (CRA, IRS, OECD)
  • Cash flow diagrams, asset flow charts, and risk mitigation maps

Step 5: Implementation & Filing Support

We prepare or coordinate:

  • CRA filings (T1135, T1134, NR4, T2062)
  • IRS forms (1040NR, 5471, FBAR, 8833)
  • Foreign jurisdiction filings

Step 6: Ongoing Monitoring & Updates

We monitor your international position yearly and adjust for regulatory changes, residency changes, or evolving investments.

Our Fee Structure

International Tax Planning Yonge and Bloor

At Toronto Tax Consulting, we provide clear, upfront pricing for all international tax planning services. Our fees reflect the complexity, jurisdictions involved, and depth of legal analysis required. We do not charge by the hour — instead, we offer fixed-fee engagements so you always know what to expect.

💼 Initial Phone Call (15 Minutes)

A brief introductory call to determine scope and confirm eligibility for services.

📘 International Tax Planning Engagements

International Tax Planning Yonge and Bloor
Service CategoryFee Range (CAD)Notes
Basic Residency or Departure Review$3000+Includes analysis of residency status, NR73 review, and departure tax estimate
U.S.–Canada Cross-Border Planning$3,500+Includes Form 8833, FTCs, FBAR review, and T1135 support
G20/EU Dual-Jurisdiction Tax Planning$5,000+Includes treaty position memo, risk analysis, and foreign reporting obligations
Global Investment Structuring$5,000+PFIC analysis, holding structure setup, CRA and IRS coordination
Real Estate Structuring (U.S. or EU)$3000+Withholding tax, FIRPTA, and CRA/IRS filing requirements
Cross-Border Trust & Estate Planning$6,500+Includes QDOT analysis, deemed disposition, IRS/CRA estate filings
Corporate Structuring (Canada-U.S./EU)$7,500+Entity selection, permanent establishment risk, transfer pricing compliance

✔ All engagements include a written tax strategy, compliance checklist, and legal references.
✔ Multi-jurisdictional engagements may be quoted as a package.
✔ Clients receive ongoing email support for 30 days post-delivery.

🧾 Tax Return Preparation (Optional Add-Ons)

International Tax Planning Yonge and Bloor
Return TypeFee (CAD)Notes
T1 Canadian Return (with foreign income)From $2500Includes basic T1135 reporting
U.S. Form 1040 or 1040NRFrom $3000Includes Schedule B, D, E, FBAR (FinCEN 114)
T1135 or T1134 Standalone$350 – $750Depends on number of assets/entities
IRS Forms 5471 / 3520 / 8621From $1,000 eachComplex forms subject to review before quote

📝 Engagement letters are provided in writing before any work begins.
📎 Additional government or legal filings may be billed separately with your consent.

📅 Ongoing Advisory Retainers

International Tax Planning Yonge and Bloor

We offer annual retainers for clients with evolving global tax positions:

  • Advisory Retainer: $3,000/year (includes 4 hours of international tax counsel, priority response time, and ongoing strategy updates)
  • Corporate Advisory Retainer: Custom-quoted for multi-entity structures or clients with staff-level inquiries

📞 To receive a formal quote, please Book a Consultation or call (416) 628-7824 Ext. 2. Quotes are valid for 30 days and include a written scope of work.

Planning Examples by Category

International Tax Planning Yonge and Bloor

👤 Individuals

International Tax Planning Yonge and Bloor
  • U.S. Citizens in Canada: Full IRS compliance + Canadian offset strategies (Form 1040 + T1 + T2209).
  • Expat Canadians: Departure tax minimization with pre-exit planning and NR73 filings.
  • OECD Residency: Treaty tie-breaker strategy for Portugal, France, Germany, U.K., and Spain.

🏢 Corporations

  • U.S. Expansion: Incorporate a U.S. subsidiary or Delaware LLC with hybrid classification.
  • Transfer Pricing: Arm’s length documentation under BEPS guidelines for EU markets.
  • Controlled Foreign Affiliate: T1134 reporting + Canadian Subpart F/PFIC integration.

🏘️ Real Estate

International Tax Planning Yonge and Bloor
  • U.S. Investment via HoldCo: Florida home purchased via Canadian corporation avoids FIRPTA exposure.
  • Spanish Property Holdings: Proper treaty use to minimize withholding and eliminate double tax.
  • German Inheritance: Tax planning for Canadian inheritors of EU real estate assets.

📈 Investments

  • U.S. Stock Portfolios: PFIC analysis + Form 8621 if required.
  • UK & EU Funds: Use of partnerships and Luxembourg wrappers to avoid non-resident tax leakage.
  • Cryptocurrency Holdings: Offshore wallet structuring + deemed disposition risk management.

🧾 Trusts & Estates

International Tax Planning Yonge and Bloor
  • Cross-Border Trust: Use of Canadian discretionary trust to hold U.S. situs assets with tax deferral under QDOT rules.
  • G20 Estate Planning: Italy and Germany inheritance tax planning via inter vivos trusts.
  • Executor Services: Planning and filings for estates with foreign beneficiaries or foreign-situs property.

U.S. Tax Planning – A Core Service at Yonge & Bloor

International Tax Planning Yonge and Bloor

We specialize in U.S.-Canada tax integration. Our team handles:

  • IRS Form 1040/1040NR, FBAR, FATCA, 5471, 3520-A
  • Foreign Earned Income Exclusion (Form 2555)
  • U.S. Gift & Estate Tax Avoidance using entity and trust structures
  • FIRPTA withholding, State-level compliance, and cross-border payroll

Trusted By

  • Dual citizens and green card holders
  • Corporate executives and cross-border entrepreneurs
  • High-net-worth families with global portfolios
  • Real estate investors in Florida, New York, California, Portugal, and Spain
  • Canadians inheriting assets in the U.S. or EU
  • Emigrants planning for tax-efficient exits

Let’s Build Your Global Tax Strategy

International Tax Planning Yonge and Bloor

📍 Toronto Tax Consulting – Yonge & Bloor
2 Bloor Street West, Suite 700
Toronto, ON M4W 3E2

📞 Call: (416) 628-7824 Ext. 2
📧 Email: info@torontotaxconsulting.com
🕒 Hours: Monday to Friday, 11am – 4pm

Common Questions We Answer

International Tax Planning Yonge and Bloor

🧭 Residency & Tax Jurisdiction

  • “Am I considered a tax resident of Canada if I live abroad part of the year?”
  • “How do tie-breaker rules under tax treaties determine my residency?”
  • “Do I need to file a Canadian return if I am living in Portugal or Spain?”
  • “I’ve moved to the U.S. for work—when do I stop paying tax in Canada?”
  • “Can I be taxed in both the U.S. and Canada at the same time?”

🧾 CRA & IRS Compliance

  • “What foreign assets do I need to report on my T1135 form?”
  • “Do I need to file Form 5471 for my foreign company?”
  • “How do I report rental income from my U.S. property to CRA and IRS?”
  • “What is FATCA and do I need to file FBAR?”
  • “What penalties apply if I forgot to file foreign asset disclosure forms?”

💰 International Investments & Passive Income

  • “How do I minimize withholding tax on dividends from U.S. or EU shares?”
  • “What is a PFIC and how does it affect my U.S. tax return?”
  • “Can I invest in U.S. real estate through a Canadian corporation?”
  • “What is the best structure for holding international ETFs or REITs?”
  • “How do I avoid double taxation on investment income from the U.K. or Germany?”

🏠 Real Estate Ownership Abroad

  • “Should I buy a Florida property in my personal name or through a corporation?”
  • “What are the U.S. estate tax risks for Canadian real estate owners?”
  • “How do I report capital gains on foreign property sales to CRA?”
  • “What is FIRPTA withholding and when does it apply to me?”
  • “Can I claim depreciation on my U.S. rental property for Canadian tax purposes?”

⚖️ Trusts, Estates & Inheritance

  • “Do I have to pay tax in Canada on an inheritance from the U.S.?”
  • “How do I set up a cross-border trust for my U.S. children?”
  • “Are my heirs exposed to U.S. estate tax if I own U.S. stocks or real estate?”
  • “How do I report foreign trusts to CRA under Section 94?”
  • “Can I use a QDOT trust to defer U.S. estate tax as a Canadian spouse?”

💼 Corporate Cross-Border Strategy

  • “How do I expand my Canadian business into the U.S. or Europe?”
  • “Do I create a U.S. LLC, C-Corp, or subsidiary for U.S. operations?”
  • “What is a permanent establishment under the OECD Model Treaty?”
  • “Are there ways to repatriate profits tax-efficiently from a U.S. subsidiary?”
  • “What are the GST/HST implications of cross-border service delivery?”

🛫 Expatriation & Departure Tax

  • “How do I calculate departure tax when I leave Canada permanently?”
  • “Can I defer departure tax on appreciated property?”
  • “Will my RRSPs and TFSA be taxed in my new country?”
  • “What are the Spanish or Portuguese rules for Canadian pension income?”
  • “How do I establish non-residency while maintaining some Canadian ties?”

🌐 Tax Treaty Optimization

  • “Can I reduce U.S. withholding tax on dividends and interest under the treaty?”
  • “How does the Canada–Germany treaty impact my pension income?”
  • “Am I protected by the treaty if I have business operations in two countries?”
  • “What forms do I need to file to claim treaty benefits with the IRS or CRA?”
  • “How do I claim relief under Article IV or Article XIII of a tax treaty?”

Book Your International Tax Planning Consultation Today

International Tax Planning Yonge and Bloor

Avoid costly mistakes and overpaying tax. Speak with Julian Das, LLM (Tax) and Toronto’s leading team in global tax optimization today.

International Tax Planning Yonge and Bloor

Stay compliant with the relevant foreign tax authority. We advise on filing requirements in the following G20 and EU countries:

CountryTax AuthorityLink
🇺🇸 United StatesInternal Revenue Service (IRS)irs.gov
🇬🇧 United KingdomHMRCgov.uk/government/organisations/hm-revenue-customs
🇩🇪 GermanyBundeszentralamt für Steuernbzst.de
🇫🇷 FranceDirection Générale des Finances Publiquesimpots.gouv.fr
🇪🇸 SpainAgencia Tributariaagenciatributaria.es
🇮🇹 ItalyAgenzia delle Entrateagenziaentrate.gov.it
🇦🇺 AustraliaAustralian Taxation Office (ATO)ato.gov.au
🇨🇳 ChinaState Taxation Administrationchinatax.gov.cn
🇯🇵 JapanNational Tax Agencynta.go.jp
🇧🇷 BrazilReceita Federalgov.br/receitafederal
🇨🇦 CanadaCanada Revenue Agency (CRA)canada.ca/en/revenue-agency

🌐 Full list of EU tax authority portals available via EU Taxation and Customs Union

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International Tax Planning Yonge and Bloor

Other Locations

International Tax Planning Yonge and Bloor

Downtown Toronto

International Tax Accountant Downtown Toronto

Toronto Tax Consulting
401 Bay Street Suite 1600
Toronto ON M5H 2Y4
Tel: 416-628-7824 Ext.2

Downtown Toronto

International Tax Accountant Downtown Toronto

Toronto Tax Consulting
1 Dundas St W Suite 2500
Toronto ON M5G 1Z3
Tel: 647-951-4852 Ext.2

Downtown Toronto

International Tax Accountant Downtown Toronto

International Tax Advisor Office
161 Bay St. 27th Floor
Toronto ON M5J 2S1
Tel: 1-800-693-5950

Midtown Toronto

International Tax Accountant Downtown Toronto

Toronto Tax Consulting – Midtown Toronto
2 St.Clair Ave West, 18th Floor
Toronto ON M4V 1L5
Tel: 416-628-7824 Ext.2

New York, NY

Toronto Tax Consulting – New York
100 Park Avenue #1600
New York NY 10017, United States
Tel: 646-995-5187