Richter
With her knowledge, dedication, extraordinary professionalism and people skills, Diane is an integral part of Richter. She is meticulous in her work, and gets annoyed by the sloppy use of language, hence her dislike of “and/or”, or using “etc.” at the end of a sentence.
Diane has more than 25 years of tax and estate planning experience, with a particular focus on estate settlement and Canada-U.S. cross-border taxation.
Diane is a leader advisor on Estate matters within the Tax division. Her expertise includes developing comprehensive estate plans for business families and providing strategic advice to trustees and estate liquidators and executors to ensure the successful transfer of property to beneficiaries from a multidisciplinary perspective. She is also actively involved in settling disputes with government revenue departments.
Diane speaks and lectures frequently on tax and estate topics for organizations such as the Society of Trust and Estate Practitioners (STEP) the Canadian Bar Association and the Association de planification fiscale et financière. Her most recent conferences have covered topics such as taxation on death, estate clearance certificates and post-mortem planning. She is also regularly called upon by the media to comment on tax and business issues, and when she does so, always manages to break down complex issues into manageable pieces.
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Richter
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Richter is a professional strategic accounting, business consulting and financial advisory firm with full-service offices in Montreal and Toronto. The firm has consistently been named as one of Montreals Top Employers and Canadas Top Employers for Young People for the past several years. Founded in 1926, the firm provides a full range of services in the areas of auditing, taxation, risk management, litigation and forensic accounting, transaction advisory services, business evaluation, financial restructuring and insolvency, small business support, financial reporting advisory services and wealth management. With more than 50 partners and 350 team members, Richter offers a comprehensive and integrated approach, often becoming a natural extension of each organization it serves.