by Bryson Orth | Oct 7, 2026 | Featured, Featured, Immigration, Retirement Planning, Retirement Planning, Tax Filing Requirements, Tax Planning, Tax Planning
The Smith Manoeuvre: Can You Make Your Mortgage Interest Tax-Deductible? For most Canadians, a mortgage is one of the largest financial commitments they will take on. While homeowners are used to making monthly mortgage payments, many are surprised to learn that the...
by Adam Birzgalis | Sep 18, 2026 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Bumpy Bonds, and Why Predicting Rates Is a Fool’s Errand It’s been a rough stretch for bonds. Long Treasury yields hit levels we haven’t seen in almost twenty years, with the 30-year briefly touching 5.3%, and total federal debt crossed $40 trillion...
by Victoria Zaremba | Sep 16, 2026 | Featured, Featured, Investment Planning
Federal Circuit Decision Clarifies Foreign Tax Credits and the U.S. Net Investment Income Tax (NIIT) A recent decision by the U.S. Court of Appeals for the Federal Circuit has significant implications for U.S. citizens who live and invest abroad. On August 31, 2026,...
by Brandon Lapstra | Sep 16, 2026 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
BE-10: Own 10%? Be in the Know. If you are a U.S. person who owns an interest in a business outside the United States, you may have a federal reporting obligation that is easy to overlook: the BE-10 Benchmark Survey of U.S. Direct Investment Abroad. Administered by...
by Jessica Lachance | Sep 16, 2026 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Love Across the Border: Marriage, Remote Work, and Tax Questions for Canadian-American Couples Falling in love across the Canada-U.S. border can feel overwhelming without a plan. You have to manage immigration, tax residency, and, if you are still in your active...
by Abhishek Nigam | Aug 4, 2026 | Featured, Featured, Investment Planning
Canadian Mutual Funds and PFICs: A Great Canadian Investment Can Become a U.S. Tax Nightmare Overview A Canadian mutual fund can be one of the simplest investments for a Canadian taxpayer but a complicated one for a Canadian resident who also happens to be U.S....
