by Elena Trigiani | Dec 3, 2014 | Estate Planning, Immigration, Media, Tax Filing Requirements, Tax Planning
Montreal, Quebec – September 3, 2014 On the September 3rd episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc. was our on-air cross...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 26, 2014 | Estate Planning, Investment Planning, Tax Filing Requirements, Tax Planning
When employers relocate employees from the U.S. to Canada, they aim to service corporate interests by getting human resources where they need to go, ensuring efficiency and profitability. U.S. citizens relocating to Canada must address the differences between the...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Sep 19, 2014 | Estate Planning, Tax Planning
In our globalized world, corporate relocation of employees between Canada and the U.S. is becoming more common. Mobilizing talent across borders is often a key strategy for companies hoping to maximize their human resources, but compliance with laws on both sides of...
by David A. Altro and Matt C. Altro | Sep 6, 2013 | Estate Planning, News, Retirement Planning, Tax Planning
Matt C. Altro and David A. Altro are regular contributors to Paul Delean’s business column in the Montreal Gazette. Scroll down to read David and Matt’s answer to the reader question. Tax strategy: Liquidating U.S. inheritance can be tricky PAUL...
by Melissa V. La Venia B.A., J.D. | Aug 14, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Investment Planning, Retirement Planning, Tax Planning
Melissa V. La Venia is a guest blogger on the MCA Cross Border Advisors Inc. blog. She is a New York Attorney who is an associate at Altro Levy LLP, which is an affiliated entity of MCA Cross Border Advisors Inc. Recently, the US Supreme Court issued an historic and...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 27, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning
Before you sell your Maple Leafs season tickets and book a one-way ticket to Orlando, take a few minutes to clarify what you want to achieve. We have always found that the best way to accomplish your goals is to start by defining them. One way to do this is to try...