by Adam Carris | Oct 1, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Moving from the United States to Canada is a significant life change, especially for US citizens and long-term Green Card holders. One major tax concern that can arise during this transition is the imposition by the IRS of the punitive “Covered Expatriate” status,...
by Adam Carris | Apr 29, 2024 | Investment Planning
Moving to a new country can be an exciting opportunity filled with new experiences and unforeseen challenges. For U.S. and Canadian citizens crossing the border, one significant challenge is managing exchange rate risk, especially when all their funds are denominated...