by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jan 14, 2025 | Featured, Featured, Health Coverage & Insurance, Immigration
In our cross-border space, the penalizing provision in US Social Security law known as the “Windfall Elimination Provision” (WEP) has always been a thorn in our side. Though not initially designed to punish Canadians, the WEP has, many would say unfairly, imposed a...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 7, 2024 | Estate Planning, Featured, Media, Tax Planning
We are very pleased to share that our President and CEO was recently interviewed by BNN for their “The Street” segment, which aired November 6, 2024 following the recent US election. BNN looked to Matt Altro as a Cross Border Financial Planner for his insight into...
by Greg Tomkins | Oct 29, 2024 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
As the U.S. braces for the upcoming 2024 election, economic, tax, and immigration policies from candidates Trump and Harris are sharply defined and aimed at influencing everything from small business startups to Social Security. Here’s an overview of some key policy...
by Kelvin So | Oct 8, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Elevated inflation has driven up consumer prices in recent years, starting in 2022 when the U.S. experienced one of the highest inflation rates in four decades. This spike was largely triggered by the COVID-19 pandemic and global events, such as the war in Ukraine,...
by Adam Carris | Oct 1, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Moving from the United States to Canada is a significant life change, especially for US citizens and long-term Green Card holders. One major tax concern that can arise during this transition is the imposition by the IRS of the punitive “Covered Expatriate” status,...
by Andrew Vanderhorst | Sep 6, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
When I married my Canadian spouse, I never imagined how much my life—and my investment strategy—would change. As an American citizen with a well-established U.S.-centric portfolio, the move to Canada presented both challenges and opportunities. I quickly realized that...
