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The CARES Act – Benefits for US Retirement Accounts & Student Loans

The CARES Act – Benefits for US Retirement Accounts & Student Loans

by Tarun Suri CPA, CA, QAFP | May 11, 2020 | News, Retirement Planning, Tax Planning

The COVID-19 crisis is affecting individuals on a global scale, with governments across the world responding in myriad ways. In the US, the federal government has enacted the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”). The act contains...
Pitfalls for Maintaining IRAs after Moving to Canada

Pitfalls for Maintaining IRAs after Moving to Canada

by Tarun Suri CPA, CA, QAFP | Apr 13, 2020 | Retirement Planning, Tax Planning

Retirement Accounts: Strategies for US Persons Moving to Canada US persons moving to Canada, or those who’ve already moved, have likely already been introduced to a myriad of sophisticated tax planning strategies regarding their retirement accounts. Employing...
Proposed Changes to the Taxation of Stock Options in Canada

Proposed Changes to the Taxation of Stock Options in Canada

by Tarun Suri CPA, CA, QAFP | Nov 12, 2019 | Investment Planning, Retirement Planning, Tax Filing Requirements

The 2019 Canadian federal budget proposed an important change to the way stock options are taxed. With the Liberals now re-elected, and with “closing the tax loophole” being a popular platform stance during the election campaign, it’s more certain than ever that the...
Planning Considerations for Controlled Foreign Affiliates

Planning Considerations for Controlled Foreign Affiliates

by Tarun Suri CPA, CA, QAFP | Jun 13, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning

It’s not uncommon for high net worth US citizen living in Canada to earn a substantial part of their income through a US business. Conventional wisdom may dictate to leave the corporate surplus within a corporation to benefit from tax deferral. Consequently, these...
The Net Investment Income Tax (NIIT)

The Net Investment Income Tax (NIIT)

by Tarun Suri CPA, CA, QAFP | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning

High net worth US citizens already have significant restrictions and onerous compliance obligations to manage when living in Canada. While several issues can be remedied by following simple guidelines, such as avoiding a Canadian TFSA, other issues can fall under...
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