• Request a Consultation
  • Secure Client Area
MCA Cross Border Advisors Inc.
  • Types of Clients
    • American Residents Moving to Canada
    • Canadian Residents Moving to the US
    • Professionals Relocating
    • US Citizens Living in Canada
  • Services
    • Investment Management
    • Family Office
    • Cross Border Financial Planning
    • Private Client Services
  • About US
    • Team
    • Offices
  • Client Resources
    • Cross Border News
    • Radio Shows
    • Newsletters
    • Workshops
    • Books
  • Contact US
    • Request a Consultation
    • Stay in Touch
    • Offices
    • Career Opportunities
  • Blog
  • Languages
Select Page
The Quiet Tax Grab That Could Hit Your U.S. Retirement and Investments: Why We Should Be Talking About the Remittance Excise Tax

The Quiet Tax Grab That Could Hit Your U.S. Retirement and Investments: Why We Should Be Talking About the Remittance Excise Tax

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 30, 2025 | Article, News

The Quiet Tax Grab That Could Hit Your U.S. Retirement and Investments: Why We Should Be Talking About the Remittance Excise Tax There’s been a lot of attention recently—rightfully so—around proposed changes to Section 899 of the U.S. tax code. If enacted, this...
Proposed U.S. excise tax on money transfers could hit some cross-border clients

Proposed U.S. excise tax on money transfers could hit some cross-border clients

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 30, 2025 | Article, News

Proposed U.S. excise tax on money transfers could hit some cross-border clients There have been many developments coming from the White House since President Trump’s term began earlier this year. Most recently, President Trump has shared the Big Beautiful Bill, and...
What’s the economic impact of US elections on Canada?

What’s the economic impact of US elections on Canada?

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 30, 2024 | Article, News

With Americans headed to the ballots, their neighbours to the North will be watching the results since they know the impact of U.S. elections on Canada is well documented. But what specifically might affect the Canadian economy this year, if Trump or Harris wins?...
The Globe and Mail – How life insurance gets complicated for cross-border clients

The Globe and Mail – How life insurance gets complicated for cross-border clients

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 12, 2024 | Article, News

You rely on life insurance when you need it most. Make sure you understand the complexities that cross-border planning has on your life insurance so that it is there when you need it. Recently, Matt Altro, our President & CEO, spoke with The Globe and Mail to get...
Wealth Professional – Managing the whipsaw of American politics

Wealth Professional – Managing the whipsaw of American politics

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 11, 2024 | Article, News

At MCA Cross Border Advisors, our clients are often concerned about the whipsaw of American politics and how it will impact their unique situation. Recently, Matt Altro, our President & CEO, was interviewed by Wealth Professional to get his take on how the...
The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

The Globe and Mail: What to Consider Before Moving Back to Canada to Retire

by Cross Border Financial Planning Team | Aug 19, 2022 | Article, Retirement Planning

Irina Matco was recently interviewed by Helen Burnett-Nichols from the Globe and Mail to explain the U.S.-Canada Totalization Agreement and how it impacts returning retirees and their retirement accounts. The article was published on July 27, 2022 and discusses...
« Older Entries


Upcoming Seminar

  • November 8, 2017
    Webinar (EN)
  • October 19, 2017
    Webinar (EN)


Recent Seminars

  • April 26, 2017
    Webinar (EN)
  • February 15, 2017
    Webinar (EN)
  • October 26, 2016
    Webinar (EN)
  • October 6, 2016
    Richmond Hill, ON (EN)
  • October 5, 2016
    Oakville, ON (EN)
  • September 28, 2016
    Pointe-Claire, QC (EN)
  • October 7, 2015
    Webinar (EN)
  • March 25, 2015
    Webinar (EN)
  • September 9, 2014
    Calgary, AB
  • September 12, 2014
    Vancouver, BC
  • September 16, 2014
    Pointe-Claire, QC (EN)
  • September 18, 2014
    Montreal, QC (FR)
  • September 30, 2014
    Toronto, ON
  • October 1, 2014
    Waterloo, ON
  • October 2, 2014
    Regina, SK
  • October 7, 2014
    Webinar (EN)


Séminaire à venir

  • 8 novembre 2017
    Webinaire (angl.)
  • 19 octobre 2017
    Webinaire (angl.)


Récents séminaires

  • 26 avril 2017
    Webinaire (angl.)
  • 15 février 2017
    Webinaire (angl.)
  • 26 octobre 2016
    Webinaire (angl.)
  • 6 October 2016
    Richmond Hill, ON (angl.)
  • 5 Octobre 2016
    Oakville, ON (angl.)
  • 28 Septembre 2016
    Pointe-Claire, QC (angl.)
  • 7 octobre 2015
    Webinaires (angl.)
  • 25 mars 2015
    Webinaires (angl.)
  • 7 Octobre 2014
    Webinar (EN)
  • 2 octobre 2014
    Regina , SK
  • 1er octobre 2014
    Waterloo , ON
  • 30 septembre 2014
    Toronto , ON
  • 18 septembre 2014
    Montréal , QC (FR)
  • 16 septembre 2014
    Pointe-Claire , QC (EN)
  • 12 septembre 2014
    Vancouver, BC
  • 9 septembre 2014
    Calgary, AB
  • Domaines de spécialisation
    • Assurance
    • Comptabilité
    • Gestion des investissements
    • Immigration
    • Planification de la retraite
    • Planification fiscale
    • Planification successorale
    • Notre processus
  • Médias
    • À la une
    • Bulletins d’information
    • Émissions de radio
    • Ouvrages
  • Équipe
  • Bureaux
    • Montréal
    • Toronto
    • Floride
  • Facebook
  • X
  • RSS
Contact us: 1.877.839.7111
All content copyright MCA CROSS BORDER ADVISORS Inc.
Copyright 2018 • Privacy Policy • Form CRS • Sitemap