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...
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...
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?...
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...
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...
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...
