by David A. Altro and Matt C. Altro | Aug 23, 2019 | Article, Investment Planning, News, Tax Planning
Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 17, 2019 | Article, Estate Planning, Immigration, Tax Planning
Globe & Mail – If your child lives in the U.S., it may be time to revise your will We are very excited to announce that Matt Altro, David Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019....
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Mar 26, 2019 | Article, Immigration, Investment Planning, News
Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada We are delighted to share that 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...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Feb 11, 2019 | Article, News
We are excited to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on February 8, 2019. His article titled “Cross-border gift tax issues for Canadians” provided an in-depth exploration into a wide variety of matters...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Dec 5, 2018 | Article, Estate Planning, News
Globe & Mail – Equality for same-sex snowbirds with property in the US We are very pleased to share that David Altro and Matt Altro were asked to prepare a special for The Globe and Mail, which was published on November 30, 2018. Their article titled “Reasons to...
by Elena Trigiani | Nov 1, 2018 | Article, News
We are very pleased to share that Jonah Ravel and Matt C. Altro were asked to contribute an article for Advisor’s Edge, which was published on October 30, 2018. The article titled “No cross-border relief for tax-advantaged savings plans” investigated cross-border tax...
