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 Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | 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...
by Elena Trigiani | Oct 20, 2016 | Estate Planning, Media, Radio
Matt C. Altro is a regular expert on Montreal radio station CJAD 800AM, where he discusses tax, immigration, health care issues and more. These key issues are discussed with regards to how they relate to a cross border move or relocation between Canada and the US. On...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Oct 20, 2016 | Estate Planning, Tax Planning
Death and taxes, so they say, are the only two things of which you can be fully certain. Combining both, in the form of taxes at death, would seem inevitable. Death is typically the final opportunity for a government to collect taxes on an individual’s income so it’s...
by Matt C. Altro and Jonah Ravel | Sep 24, 2015 | Estate Planning, Immigration, Retirement Planning, Tax Filing Requirements, Tax Planning
In our globally connected world with the competition for foreign talent becoming ever fiercer, global mobility is on the rise. Recognizing the need to develop global leadership, many companies are sending key employees on international assignments, leading to an...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Feb 5, 2015 | Estate Planning, Tax Planning
President Obama’s recent State of the Union address focused on closing the income inequality gap. To achieve that goal, the President unveiled a plan to raise capital gains taxes for the rich – his two key capital gains proposals target the top 1% of US taxpayers....