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The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

by Irina Matco, B. Comm., F. Pl. | 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...
Tax Implications of working for a US employer while living in Canada

Tax Implications of working for a US employer while living in Canada

by Irina Matco, B. Comm., F. Pl. | Oct 18, 2021 | Tax Planning

Tax Implications of working for a US employer while living in Canada ​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,...
Moving Back to Canada with US Stock Options

Moving Back to Canada with US Stock Options

by Irina Matco, B. Comm., F. Pl. | 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...
How US Citizens Living in Canada Can Benefit from the US CARES Act

How US Citizens Living in Canada Can Benefit from the US CARES Act

by Irina Matco, B. Comm., F. Pl. | 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....
Changes to the EB-5 Visa that May Affect You

Changes to the EB-5 Visa that May Affect You

by Irina Matco, B. Comm., F. Pl. | Dec 13, 2019 | Immigration, 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...
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