CEO of MCA Cross Border Advisors Matt Altro breaks down estate tax planning, investing and capital gains changes for Canadian-Americans.

Explore the implications of central banks lowering interest rates as inflation stabilizes. Learn how these changes can stimulate economic growth, the potential risks involved, and strategies to adapt your investment portfolio for a low-interest environment. Stay informed to make the most of evolving market conditions.

Explore the implications of central banks lowering interest rates as inflation stabilizes. Learn how these changes can stimulate economic growth, the potential risks involved, and strategies to adapt your investment portfolio for a low-interest environment. Stay informed to make the most of evolving market conditions.

Moving from the US to Canada as a US citizen or Green Card holder poses unique tax challenges, particularly the risk of becoming a “Covered Expatriate.” This status can lead to significant financial consequences. In this post, we discuss the criteria for covered expatriate status, its tax implications, and key strategies to avoid it, helping you navigate your transition more smoothly.