Philip is a partner is our Calgary office.

Philip works extensively with U.S., Canadian and cross-border tax issues for individuals. He specializes in tax planning and compliance for U.S. citizens and expatriates residing in Canada. His work with U.S. citizens residing in Canada includes citizens that are delinquent in their U.S. tax filings. Philip also works with cross-border estates and trusts and Canadian-based businesses with U.S. business operations.

Philip’s work includes:

• Identified payroll tax exemption eligibility saving business money
• Implemented planning to mitigate client’s exposure to Passive Foreign Investment Company (PFIC)
• Assisted U.S. citizens with delinquent tax filings and minimizing tax liability and penalty
• Reviewed and advised on U.S. and Canadian taxation of trusts with international beneficiaries and contributors
• Assisted high-net-worth family with U.S. estate, gift tax and corporate reorganization planning

Philip’s key strengths:

• Cross-border tax expertise in U.S. and Canadian individual, estate, and trust taxation
• Specialist in U.S. expatriate and delinquent filer compliance, helping minimize exposure and penalties
• Advisor to Canadians moving to the U.S. and U.S. citizens with Canadian private corporations
• Experienced in U.S. estate, gift, and trust taxation, including international beneficiaries and contributors
• Skilled in identifying payroll and investment tax planning opportunities to reduce client liabilities
• Fluent in Cantonese, Mandarin, and English, supporting diverse client relationships across cultures