by Jessica Lachance | Feb 17, 2026 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Catch-Up Contributions in 2026: What SECURE 2.0’s New Roth Rules Mean for You Beginning January 1st, 2026, one of the most significant retirement savings shifts in decades took effect under the SECURE 2.0 Act. If you are age 50 or older and earn over $150,000 USD per...
by Jessica Lachance | Aug 22, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Why Keeping Your U.S. Retirement Accounts as a Canadian Resident can be a Smart Estate Planning Move For Canadians who have lived or worked in the United States, it’s common to return home with U.S.-based retirement accounts such as a 401(k). While it may be tempting...
by Jessica Lachance | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Originally, the Canadian government’s 2024 budget announced a controversial increase to the capital gains inclusion rate from 50% to 66.67% that was to have taken effect on June 25th, 2024. The increase was to have been far-reaching, affecting individuals,...
by Jessica Lachance | Sep 6, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
For Canadians moving to the US, the cost of US health care can be daunting. US residents who don’t have access to an employer group plan must typically find an individual policy on the health care marketplace. These plans can be expensive, depending only on three...
by Jessica Lachance | Feb 14, 2024 | Planification fiscale
Choisir une date de départ Lorsque vous déménagez dans un autre pays, il devient important de choisir une date de départ au point de vue fiscal. Parfois, une date de départ n’est pas si simple à déterminer et il faut prendre en considération plusieurs facteurs. Une...
