Pamela Cross

Practice Areas

Tax; Business Tax; Private Client Planning; Private Client; Pensions & Benefits; Private Company.

Professional Memberships

Board Member, STEP (Global), 2024;

Council Member STEP (Global), 2022 – present;

Member, STEP (Global) Public Policy Committee, 2022 - present;

Chair, STEP Canada, 2019 - 2021;

Co-chair, STEP Canada Public Policy Committee, 2016 - 2019;

Academician, The International Academy of Estate and Trust Law;

Associate Member, Market Conduct Standards Committee, Conference for Advanced Life Underwriting (CALU);

Member, Society of Trust and Estate Planners (STEP);

Member, Registered Products Working Group, Investment Funds Institute of Canada (IFIC); and

Member of the Law Society of Upper Canada, Canadian Bar Association, and Canadian Tax Foundation.

Career

Pamela is a tax partner who focuses her practice on taxation, estate and trust planning, tax dispute resolution and voluntary disclosures of unpaid taxes.

She regularly advises individuals and family enterprises on estate planning, including complex situations involving multi-jurisdictional assets or beneficiaries, philanthropy and gift planning. Pamela also advises both Canadian and international clients on taxation issues relating to establishing and operating business and investment structures in Canada.

She provides advice to businesses on employee compensation matters and has a subspecialty in the taxation of pensions and tax exempt registered plans (RRSPs,/RRIFs TFSAs, RESPs and RDSPs).

Pamela advises tax-exempt organizations, including charities, not-for-profit organizations and municipal corporations, on the tax implications of their transactions and activities. She also represents clients in negotiations with the Canadian tax authorities.

Pamela has appeared before the Ontario Superior Court of Justice, providing expert testimony on tax matters.

Education