by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jun 10, 2019 | Health Coverage & Insurance, Immigration
There’s widespread misinformation out there about the eligibility requirements for Canadian retirees to be able to enroll in US Medicare. With US health care such a threshold issue, both Canadian resident snowbirds who winter down south and Canadians who may be...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Feb 11, 2019 | Article, News
We are excited to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on February 8, 2019. His article titled “Cross-border gift tax issues for Canadians” provided an in-depth exploration into a wide variety of matters...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Mar 13, 2018 | Estate Planning, Tax Planning
President Trump recently achieved his first major legislative accomplishment when he signed the Tax Cuts and Jobs Act into law on December 22, 2017. One of his campaign promises had been to repeal the US federal estate tax. While the tax overhaul he signed into law...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jul 31, 2017 | Tax Planning
Canadian business owners might have holding companies as part of their corporate structure for several good reasons. These reasons include tax deferral, both on profits from active business income and as part of a tax deferral strategy after selling an operating...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | May 8, 2017 | Health Coverage & Insurance
As discussed in my last blog post, President Trump has been intent on repealing the Affordable Care Act (also known as “Obamacare”) and replacing it with a new health care plan. On March 24, his first attempt at repeal-and-replace fell apart when it became clear that...
