WhiteOwl maintains a working library of tax strategies for the United States and Canada. Every strategy is modeled against real tax rules, so it can be matched to your actual situation rather than a generic checklist.
127
strategies live today
81
United States
46
Canada
12
areas of your finances
Every strategy in the library, grouped by the moment in life where it becomes relevant. A handful are named; the rest stay sealed until you create an account. Pick a profile to light up the strategies that lean toward it.
81 strategies across 9 moments in life
You run your own business
11 strategies
You are paid in equity
6 strategies
You own or buy property
7 strategies
You raise a family
11 strategies
You invest
9 strategies
You give to causes
5 strategies
Your life crosses a border
2 strategies
You plan for later
12 strategies
Every year, regardless
18 strategies
Placement is indicative of when a strategy typically becomes relevant, not an eligibility rule. Counts reflect the live library.
The same library, folded onto the profiles we serve. Each count is the set of strategies that lean hardest toward that profile — on top of the broad base that applies to almost anyone.
4 strategies lean toward this profile (US 2 · CA 2).
Strongest areas: Cross-border & estate, Wages & benefits.
The count understates this profile. Cross-border work is coordination between two tax systems — treaty positions, credits, and timing applied across the whole library.
How we can help14 strategies lean toward this profile (US 11 · CA 3).
Strongest areas: Business owners, Retirement, Charitable giving.
30 strategies lean toward this profile (US 18 · CA 12).
Strongest areas: Business owners, Retirement, Healthcare.
17 strategies lean toward this profile (US 15 · CA 2).
Strongest areas: Equity & executive pay, Retirement, Investments.
14 strategies lean toward this profile (US 11 · CA 3).
Strongest areas: Real estate, Business owners, Credits & deductions.
16 strategies lean toward this profile (US 10 · CA 6).
Strongest areas: Investments, Charitable giving.
29 strategies lean toward this profile (US 19 · CA 10).
Strongest areas: Investments, Charitable giving, Business owners.
18 strategies lean toward this profile (US 10 · CA 8).
Strongest areas: Retirement, Cross-border & estate, Healthcare.
9 strategies lean toward this profile (US 6 · CA 3).
Strongest areas: Investments, Cross-border & estate.
Most investment strategies apply to on-chain gains as well. The crypto-specific depth is in tracking and characterization, not in the count.
How we can help6 strategies lean toward this profile (US 5 · CA 1).
Strongest areas: Cross-border & estate, Equity & executive pay, Business owners.
Multi-city filings and duty-day allocation are handled as coordination on top of these strategies.
How we can helpJoin forward-thinking taxpayers who choose WhiteOwl for their tax needs.
