by Victoria Zaremba | Sep 16, 2026 | Featured, Featured, Investment Planning
Federal Circuit Decision Clarifies Foreign Tax Credits and the U.S. Net Investment Income Tax (NIIT) A recent decision by the U.S. Court of Appeals for the Federal Circuit has significant implications for U.S. citizens who live and invest abroad. On August 31, 2026,...
by Victoria Zaremba | May 11, 2026 | Featured, Featured, Investment Planning
Net Investment Income Tax (NIIT): Planning Considerations for U.S. Citizens in Canada What is the Net Investment Income Tax (NIIT)? The Net Investment Income Tax (NIIT) is a 3.8% IRS surtax introduced in 2013 as part of the U.S. Affordable Care Act that applies to...
by Victoria Zaremba | Jan 20, 2026 | Featured, Featured, Investment Planning
RSUs and Cross-Border Moves Between the U.S. and Canada Restricted Stock Units (RSUs) are a common form of equity compensation, particularly for employees of public and fast-growing companies. While RSUs can be highly valuable, they frequently create unexpected tax...
by Victoria Zaremba | Nov 7, 2025 | Comptabilité, Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
How to Manage U.S. Retirement Accounts After Moving to Canada How to Manage U.S. Retirement Accounts After Moving to Canada For individuals residing in Canada with U.S. retirement accounts, navigating retirement planning can involve additional complexities and...
by Victoria Zaremba | May 29, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
How U.S. Tax Reform Could Disrupt Canadian Investors: A Closer Look at Section 899 Introduction The United States’ proposed tax reform, dubbed the “One, Big, Beautiful Bill,” includes a contentious provision, Section 899, that is raising alarm bells for...
