About Me
I specialize in tax, accounting, business planning, strategic direction, cross-border consulting, and business coaching. With decades of experience advising business owners, entrepreneurs, and professionals, I help clients strengthen operations, plan effectively, and make informed financial and tax decisions.

My background includes leading firms, mentoring teams, guiding strategic planning initiatives, and supporting both U.S. and Canadian clients with complex cross-border tax and business matters.

How I Help
Business Planning & Strategy
I work with you to assess ideas, develop business plans, optimize operations, and set clear, actionable goals.

Tax & Accounting Guidance
With extensive experience in international, corporate, and personal tax planning, I provide clarity on filings, compliance, tax-efficient structures, and long-term strategies.

Cross-Border Consulting
I support individuals and small businesses navigating Canada-U.S. tax rules, business structures, and regulatory requirements—especially those relocating or operating on both sides of the border.

Business Development Support
I offer practical steps to attract clients, improve internal processes, and manage sustainable growth.

Leadership & Management Insight
From hiring and training to building strong internal systems, I help you strengthen your team and elevate leadership practices.

Startup & Small Business Support
For new entrepreneurs, I provide guidance on planning, structuring, and early-stage decision-making to set the foundation for long-term success.

Professional Background
I have served as CEO, Chairman and Compliance Officer in tax and wealth management firms. I’ve trained professionals, led strategic growth initiatives, launched new offices, and expanded services across the U.S. and Canada.

My work also includes speaking, writing, and authoring three books on U.S.–Canada tax issues.

Let’s Connect
If you’re looking for straightforward, practical, and experienced guidance for your business, I’m here to help you move forward with clarity and confidence.