Opportunity Zone Investments
The Vice-President of MCA Family Office Investment Services: Edwin Wong provides a summary of opportunity zone investments.
The Net Investment Income Tax (NIIT)
The Net Investment Income Tax (NIIT) is a surtax that was brought in by the Affordable Care Act (Obamacare) that went into effect on January 1, 2013.
A Comparison of Account Types in Canada and the US
Edwin Wong outlines the account types in each country and provides an overview of how they map based on regulations on either side of the border.
Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada
Matt Altro and David Altro were asked to prepare a special for The Globe and Mail, which was published on March 25, 2019. Their article titled “Four Tax and Other Financial Considerations for Americans Moving to Canada” provided an overview of some key issues that Americans moving to Canada should consider.
CJAD Radio – The Life of a Cross-Border Financial Planner
In the March 2019 CJAD radio show, Matt Altro discussed some client cases as he provided some insight into the life of a Cross-Border Financial Planner.
CJAD Radio – Cross-Border Tax Traps
On the February 2019 CJAD radio show, Matt Altro discussed multiple cross-border tax traps for Canadians, Americans living in Canada, & dual-citizens.