and identifying opportunities.
General tax rules and tax primer in UK, Sweden, and Canada.
Planning opportunities including:
- Personal Planning — Residence, emigration, and immigration;
- Estate Planning — Family at home and abroad;
- Business Planning — Business activities abroad;
- What’s New — Recent developments in Canadian income tax.
Thursday, October 5, 2017, 6:00 – 8:30 pm,
At EUCCAN – 480 University Avenue, Suite 1500, Toronto, ON
Non-members: $55. Plus HST.
Harry Margulies, Tax and Management International Inc.
James A. Fraser, Fraser Tax Law
Dean Smith, Partner, Cadesky & Associates LLP
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Mr. Margulies has resided in Canada since 1982 and was prior to moving to Canada a partner in a Swedish tax advisory service.
Prior to leaving Sweden, he has co-authored books on buying and selling corporations, the new tax avoidance act and written extensively in tax journals on Swedish-international tax issues (all in Swedish).
After leaving for Canada he has authored a number of articles in a Swedish tax journal on the Swedish-UK tax treaty. The Swedes had to renegotiate the tax treaty as a result of the tax treaty interpretations published in these articles and a landmark case won in the Swedish high tax court.
Mr. Margulies has continued to specialize in international tax issues. Specifically, with either Sweden or the UK on one side and in some cases, with Canada on the other.
His clients are almost all residents in Europe.
Mr. Fraser and Mr. Margulies have collaborated successfully in a number of Sweden-Canada and UK-Canada issues with Fraser Tax Law managing the Canadian side of the planning.
James A. Fraser is a lawyer and was called to the Ontario Bar in 2007. Since graduating from U of T Law in 2006, he has practiced tax law in Toronto, and in 2014, launched his own boutique office, Fraser Tax Law. James specializes in international, corporate, personal and estate tax planning. This involves trust and estate planning, reorganizing corporate groups, cross-border structures and optimizing after-tax results on purchase and sale transactions.
James has extensive experience with individual residency and cross-border and offshore tax structures from a Canadian perspective. His background on Bay Street with a national Canadian firm provided a breadth of exposure beyond typical estate and corporate planning, which he now brings to bear for his clients.
- Partner, Cadesky Tax
- President — British Canadian Chamber of Trade and Commerce (BCCTC)
- Past Chair tax committee — American Chamber of Commerce in Canada (Amcham)
- Practicing in taxation since 1989
- Frequent speaker at conferences and seminars