What does more than 30 years of experience focused exclusively on taxation and estate planning look like? For Jeffrey Berliner’s clients, it’s a trusted advisor who does not shy away from doing just that – giving them advice on what they should and should not do from a legal perspective.
His deep legal knowledge and ability to navigate the unique interpersonal relationships behind every owner-managed enterprise allows Jeffrey to make recommendations that his clients can feel confident are best suited to their unique challenges and goals.
Jeffrey works extensively with entrepreneurs as well as accountants and financial planners on matters related to both personal and corporate tax planning and estate planning. His international experience includes working with professionals in the U.S. who provide estate planning advice and the structuring of estate plans for Canadian residents with children outside of Canada as well as for Canadian residents who are U.S. citizens.
He also regularly advises on the structuring of transactions for mergers, acquisitions, and sales, including cross border acquisitions and divestitures.
As a founding partner, Jeffrey is committed to continually building relationships with new and old clients as well as reaffirming CCSB’s reputation for quality, integrity and approachability.