Tax and estate planning services

 

 

“The only constant in life is change”. Nothing could be truer about tax and estate planning: governments and courts are continually changing tax and estate laws, and their interpretation.

 

Keeping up with the changes is a challenge. Rob Innes is a founding member of the London Tax Study Group for lawyers and CPAs. Rob and Margaret Gauthier attend meetings of the Entrepreneurial CPAs of London.

 

Rob attends the three day IRS Tax Forum presented annually at several locations in the US, and maintains the Enrolled Agent and Certified Financial Planner certifications, with attendant continuing education requirements. Rob is a Certified Executor Advisor, and member of the Canadian Institute of Certified Executor Advisors.

 

We continue to attract new personal and corporate tax clients through referrals from current clients pleased with our tax saving and tax planning advice.

 

Submitted by Rob Innes, CPA, CA, CFP, CIM, EA, HBA, JD

 

 

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