Montreal, Quebec – January 20th, 2015
On the January 20th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc.
The show presented common New Year’s resolutions and their cross border equivalents to review cross border planning areas if you are a Canadian owning US property, an American living in Canada, or a Canadian looking to move to the US.
The key topics discussed during this show were:
- Tax filing requirements for Americans living in Canada
- Passive Foreign Investment Companies (PFICs)
- The Cross Border Trust
- The number of days Canadians can spend in the US
- Estate planning for Canadians with US beneficiaries
To listen to the whole show, simply click on the audio player below. The next show on Montreal’s CJAD 800 AM will be on Tuesday February 17 from 7:00pm to 8:00pm. To submit a question for our experts to answer on-air, please click here.