by Cross Border Financial Planning Team | Aug 19, 2022 | Article, Retirement Planning
Irina Matco was recently interviewed by Helen Burnett-Nichols from the Globe and Mail to explain the U.S.-Canada Totalization Agreement and how it impacts returning retirees and their retirement accounts. The article was published on July 27, 2022 and discusses...
by Cross Border Financial Planning Team | Oct 18, 2021 | Tax Planning
COVID-19 has changed many aspects of our lives, including the possibility of working remotely. As a result, we have seen a trend where various professionals such as IT employees working for Google, Facebook, etc. who otherwise reside in the US, decided to take the...
by Cross Border Financial Planning Team | Jun 29, 2020 | Tax Planning
Employee stock options have become an increasingly popular form of compensation, especially for start-ups and tech companies in Canada and the US. They are designed to be mutually beneficial to employees and employers. A stock option gives an employee the right...
by Cross Border Financial Planning Team | May 11, 2020 | News, Tax Filing Requirements, Tax Planning
As you may be aware, US citizens living abroad, including those living in Canada, have an obligation to report and pay taxes on their worldwide income. They do so by filing annual tax returns as well as by complying with various foreign account reporting requirements....
by Cross Border Financial Planning Team | Dec 13, 2019 | News
If you are a Canadian citizen looking to move to the US, you’ve probably heard about the EB-5 Visa classification. Over the years it has gained popularity for wealthy investors who seek a fast track to gaining American residency and eventual citizenship. Major changes...
