The Quiet Tax Grab That Could Hit Your U.S. Retirement and Investments: Why We Should Be Talking About the Remittance Excise Tax
Cross-border investing multiplies complexity. Learn why managing portfolios across Canada and the U.S. requires more than just extra steps — it needs a new strategy.
Proposed U.S. excise tax on money transfers could hit some cross-border clients
Matt Altro answers questions for Investment Executive (IE) on the proposed U.S. excise tax on money transfers. Sharing insights on the implications for international financial planning.
Navigating the Complexity of Cross-Border Portfolio Planning
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.
How U.S. Tax Reform Could Disrupt Canadian Investors: A Closer Look at Section 899
On February 25, 2025, President Donald Trump unveiled a bold proposal for a new immigration pathway, the 'Gold Card,' aimed at wealthy foreign investors. This initiative promises permanent U.S. residency in exchange for a $5 million investment, replacing the EB-5 program and raising questions about its economic benefits and fairness.
Overview of Tax Implications for US Persons with Non-US Trusts (Foreign Trusts)
If you're a U.S. tax resident with ties to a foreign trust, whether as a grantor, trustee, or beneficiary, your U.S. tax return just got a lot more complicated. Let's break down the key rules, reporting forms, and potential penalties you need to know to stay compliant.
RESP vs. 529 Plan: Cross-Border Education Savings
Explore the upcoming changes to Canada's capital gains tax and how they could affect your investment strategies. Learn why transferring assets before June 25, 2024, may be advantageous and gain insights into potential tax implications for individuals and corporations. Take proactive steps with guidance from MCA Cross Border Advisors.