by Samuel Platel, F. Pl. | May 26, 2020 | Estate Planning, Tax Planning
What Is US Estate Tax? The Internal Revenue Service (IRS) imposes estate taxes on US citizens, US residents, and some non-residents. Estate tax is calculated using an individual’s worldwide estate. One’s total US estate tax liability is subject to applicable...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 7, 2019 | Article, Estate Planning, News
We are pleased to announce that Matt Altro, David Altro, Avi Guttman were invited to prepare a special for The Globe and Mail, which was published on October 2, 2019. Their article titled “Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties” provides an...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 17, 2019 | Article, Estate Planning, Immigration, Tax Planning
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. Their article titled “If your child lives in the U.S., it may be time to revise your will”...
by Irina Matco, B. Comm., F. Pl. | Jun 13, 2019 | Estate Planning, Tax Filing Requirements, Tax Planning
Over the years it has become increasingly popular for Canadians to own real estate in U.S., especially in Florida. The warm climate of the Sunshine State provided an attractive escape to the harsh Canadian winters for the snowbirds. But with the rise in the U.S dollar...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Dec 5, 2018 | Article, Estate Planning, News
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 celebrate: equality for same-sex snowbirds with property in the U.S.”...
by Jonah Ravel B.A., F.Pl., CFP® | Mar 13, 2018 | Estate Planning, Tax Planning
President Trump recently achieved his first major legislative accomplishment when he signed the Tax Cuts and Jobs Act into law on December 22, 2017. One of his campaign promises had been to repeal the US federal estate tax. While the tax overhaul he signed into law...
