by Victoria Zaremba | Apr 24, 2025 | Featured, Featured, Investment Planning
RESP vs. 529 Plan: Cross-Border Education Savings As the cost of post-secondary education continues to rise on both sides of the Canada–U.S. border, families with cross-border ties face unique challenges when planning how to save. Registered Education Savings Plans...
by Brad Hemphill | Apr 1, 2025 | Featured, Featured, Investment Planning
The Strengthening & Volatility of the U.S. Dollar and Its Impact on Cross-Border Financial Planning The U.S. dollar has gained strength against the Canadian dollar in recent months, creating both opportunities and challenges for individuals with financial ties...
by Brad Hemphill | Mar 14, 2025 | Featured, Featured, Investment Planning
As a holistic cross-border tax and financial planning firm, we work closely with clients who split their time between Canada and the U.S. The recent regulatory change requiring Canadians to register with U.S. authorities if staying for more than 30 days could have...
by Adam Carris | Mar 10, 2025 | Featured, Featured, Health Coverage & Insurance, Immigration
Many Canadians who live in the U.S. will eventually inherit assets from Canadian parents, but few realize that this can trigger important tax and reporting implications. Although Canada does not impose an inheritance tax, complying with U.S. tax laws is...
by Victoria Zaremba | Mar 7, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
On February 25, 2025, President Donald Trump introduced a bold proposal for a new immigration pathway targeting wealthy foreign investors. This initiative, dubbed the “gold card,” aims to replace the criticized EB-5 Immigrant Investor Program, which has...
by Jessica Lachance | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Originally, the Canadian government’s 2024 budget announced a controversial increase to the capital gains inclusion rate from 50% to 66.67% that was to have taken effect on June 25th, 2024. The increase was to have been far-reaching, affecting individuals,...
