by Samuel Platel, F. Pl. | May 26, 2020 | Estate Planning, Tax Planning
What Is US Estate Tax? The Internal Revenue Service (IRS) imposes estate taxes on US citizens, US residents, and some non-residents. Estate tax is calculated using an individual’s worldwide estate. One’s total US estate tax liability is subject to applicable...
by Samuel Platel, F. Pl. | Feb 13, 2020 | Retirement Planning, Tax Planning
There’s nothing boring about the way this new decade began. Every other day, it seems as if the top US indices are breaking new records; there was an impeachment trial; and, for once, the New England Patriots were not in the Super Bowl. Also, January 1, 2020 marked...
by Samuel Platel, F. Pl. | Sep 6, 2019 | Immigration, Tax Filing Requirements, Tax Planning
An overview to get you ready for the land of opportunity Whether it’s for family reasons, an exciting new work opportunity, the warmer climate, or something else entirely, moving to the U.S. from Canada is no small feat. Assuming you can find a suitable health...
by Samuel Platel, F. Pl. | Jun 25, 2019 | Immigration, Tax Filing Requirements, Tax Planning
For some Canadians, a new life is waiting in one of 49 states south of the border. But with every new beginning comes some other beginning’s end. For most Canadians moving south, that other beginning’s end is called departure tax (also known as a deemed disposition...
