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
- Mergers and acquisitions
- Government subsidies
- Real estate taxation
- 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
- 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
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.