Cross Border Tax and Transactions


Dave Roberts is a lawyer who carries on an international tax practice, based in California, focusing on Canada U.S. tax planning, issues and strategies. His clients have included law and accounting firms in Canada, U.S. and Canadian public companies, family-owned companies with cross border operations or ownership, and individuals. Mr. Roberts advises on:

- expanding, financing, reorganizing and selling businesses internationally


- establishing and reorganizing cross-border business arrangements


- investing internationally in real estate and other property and reorganizing and selling those investments


- estate planning with assets or beneficiaries in more than one country


- relocating internationally


He does not prepare tax returns.


Tax issues are complex and the answers to specific questions can depend on many factors, not all of which are obvious. Further, laws and administrative policies change frequently with the result that previously correct information or answers may no longer be correct. Any information included in this site or in any e-mail is believed to be correct but is intended to provide general information only, unless a specific lawyer - client engagement is arranged. Without an engagement, such information should not be construed as advice on

legal, accounting or tax matters and all recipients are strongly encouraged to seek appropriate and specific advice before relying upon any such information. In addition, Mr. Roberts has been admitted as a lawyer only in certain countries and, in those countries, only before certain courts or in certain jurisdictions. Advice from a local tax adviser is strongly encouraged. Please contact us if you require any clarification.

© David Roberts 1995 - 2018