John W. Robertson Law Firm Professional Corporation

About John W. Robertson Law Firm Professional Corporation

John W. Robertson Law Firm Professional Corporation is a solo tax and estate law practice serving individuals and businesses with legal or financial interests on both sides of the Canada-US border. Founder John W. Robertson holds a J.D. from the University of Western Ontario, an M.B.A. from Wilfrid Laurier University, and an LL.M. in tax law from the University of Florida, where Robertson received the Highest Grade Award in Corporate Tax Law and an Award of Academic Excellence in Tax Law. Robertson is a member of the Law Society of Ontario and is Board Certified in Tax Law by The Florida Bar.

The practice concentrates on cross-border tax work, including US tax return preparation and disclosures, tax controversy matters, tax opinions, and second opinions on other advisors' planning strategies. Estate law work centres on reducing or eliminating tax at death and protecting assets from litigation risk, using tools such as inter vivos trusts and non-resident discretionary trusts. The firm also takes on business law matters for small and mid-sized businesses, from contracts and shareholder agreements to corporate reorganizations and cross-border licensing deals. Robertson has described running and investing in small businesses personally, a background the firm says shapes its approach to the legal and financial risks business owners face.