Elena assists US, Canadian and international private clients and the institutions that service them on cross-border taxation issues, investment structuring, and trust and estate planning. She works with Canadian and non-US resident clients on structuring US inbound investments to minimize federal and state income and estate tax exposure. She advises US clients on tax aspects of foreign investments, including anti-deferral rules, entity classification issues and reporting requirements for foreign entities and trusts. Her work in that area also encompasses Canadian and US pre-immigration, departure taxation rules, and expatriation planning, cross-border compensation and employment tax issues and corporate structuring for foreign companies setting up US or Canadian operations.
Prior to founding her company, Elena spent 12 years working for several of the Big Four in Canada and overseas focusing mostly on Canada and US cross-border tax advisory and compliance for private clients, corporate assignees/mobile executives, cross-border estates and trusts and US inbound and outbound entities. She started her professional career in tax with the IRS, Small Business and Self-Employment Division.
Elena speaks extensively before professional groups including accountants, investment advisors and insurance brokers. She frequently publishes articles on various aspects of cross-border taxation planning. Elena also serves as a National Board Member of American Chamber of Commerce Canada. She is licensed as a Certified Public Accountant, Master in Taxation from Golden Gate University, California, USA and Bachelor of Science in Business Administration - Accounting from Marian University, Wisconsin, USA.