Jon Levy Email & Phone Number

Our objective is to help clients maximize their net profits and cash flows - and minimize their taxes. I am a partner at UHY Victor, a full-service mid-market CPA firm. We provide tax, accounting, and business advisory services to successful businesses, families, trusts and estates. We have extensive experience with Canada-US cross-border tax planning, as well as Canadian and international tax.We take time to understand the objectives of our clients, and then assist design and implement practical tax strategies.As chair of the UHY Canada US Tax Team, I oversee the implementation of innovative tax strategies for clients, many with global reach. I have in-depth tax experience with planning international expansions and acquisitions, transfer pricing, corporate reorganizations and financial planning. Clients frequently consult us for strategic assistance with the purchase and sale of businesses, as well as structuring real estate purchases. Our practice is focused on providing tax planning and compliance services for individuals and corporations, including corporate structure, family trust and estate planning and income tax minimization. I also provide tax strategies for Canadian and U.S. companies performing cross border business transactions.Specialties: Tax planning strategies including corporate, partnership, trust and individual compliance planning ▪ Canadian, U.S and International tax planning ▪ Cross border tax ▪ Business tax planning ▪ Individual tax planning ▪ Financial Due Diligence Tax ▪ Partnership taxes ▪ Tax compliance ▪ Owner-Managed and Private business ▪ Expatriate taxation ▪ Investment Planning ▪ Business Succession Planning ▪ Estate planning ▪ Trust management

Listed skills include Tax, International Tax, Income Tax, Estate Planning, and 46 others.

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  Partner

  Uhy Victor Llp

  Jan 1995 - Present - Montreal, Canada Area

  Advising small and medium sized businesses with tax planning, banking, finance, Canada US cross border tax and business issues, personal and corporate tax planning, estate planning and management.