by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 30, 2025 | Article, News
The Quiet Tax Grab That Could Hit Your U.S. Retirement and Investments: Why We Should Be Talking About the Remittance Excise Tax There’s been a lot of attention recently—rightfully so—around proposed changes to Section 899 of the U.S. tax code. If enacted, this...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 30, 2025 | Article, News
Proposed U.S. excise tax on money transfers could hit some cross-border clients There have been many developments coming from the White House since President Trump’s term began earlier this year. Most recently, President Trump has shared the Big Beautiful Bill, and...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 7, 2024 | Estate Planning, Featured, Media, Tax Planning
We are very pleased to share that our President and CEO was recently interviewed by BNN for their “The Street” segment, which aired November 6, 2024 following the recent US election. BNN looked to Matt Altro as a Cross Border Financial Planner for his insight into...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 30, 2024 | Article, News
With Americans headed to the ballots, their neighbours to the North will be watching the results since they know the impact of U.S. elections on Canada is well documented. But what specifically might affect the Canadian economy this year, if Trump or Harris wins?...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 12, 2024 | Article, News
You rely on life insurance when you need it most. Make sure you understand the complexities that cross-border planning has on your life insurance so that it is there when you need it. Recently, Matt Altro, our President & CEO, spoke with The Globe and Mail to get...
