Katherine Borsellino

Vice President | LL.B., J.D., LL. M. Fisc., TEP

Write to Katherine Borsellino

DETERMINED, DILIGENT, DECISIVE.

Katherine is a trusted advisor to her clients and is known for her responsiveness as well as her practical and solution-based mindset.

Katherine leverages her legal background and her deep understanding of tax legislation to assist business owners and their families navigate complex issues related to tax planning, estate and will planning as well as matters related to trusts.

In addition to her role, Katherine is dedicated to sharing her expertise and resources towards the development and professional growth of the Richter team.

Consistently recognized in her field, she has also authored several technical tax articles and has presented at regional and national tax conferences.

FIELDS OF EXPERTISE

Corporate reorganizations
Estate planning
Will planning
Trusts
Mergers and acquisitions
Government subsidies
Real estate taxation

ACADEMIC BACKGROUND

Trust and Estate Practitioner (TEP), 2022
Master in law (Tax), HEC Montreal, 2018
Juris doctor (Common Law), Université de Montreal, 2014
Member of the Quebec Bar, 2011
Bachelor of law, Université de Montreal, 2010

PROFESSIONAL AND COMMUNITY INVOLVEMENT

Society of Estate and Tax Practitioners (STEP)
- Member, Since 2020
Canadian Tax Foundation
- Member of National Conference Organizational committee, Since 2021
Canadian Tax Foundation, 2018
- Co-presenter, Estate Planning and Trusts – Tax on Split Income
- Co-presenter, Young Practitioners – TOSI Rules – What’s new?
Canadian Tax Foundation
- Member and Young Practitioner Committee member, Since 2015

PUBLIC RECOGNITION

Co-Contributor, “Navigating the Tax Maze: The Entrepreneur and Real Estate”, Espace Montreal, September 2021
Co-Author, “Navigating the COVID-19 Relief Measures available to property owners and tenants”, Espace Montreal. January 2021
Award Recipient, 8e édition du Symposium en fiscalité – l’interaction des savoirs Faculté de droit, Université de Laval. 2019
Award Recipient, Award for Best Quebec paper of 2017-2018 Osler Hoskin Harcourt – Canadian Tax Foundation. 2018

Services

Katherine’s Expertise

Tax

Life is full of uncertainties. Taxes don’t have to be one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.

Transition and Succession Planning

For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?

Estate and Tax Planning to Protect your Legacy

Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.