by Casper Wong | Nov 13, 2025 | Featured, Featured, Investment Planning
Section 956 Income Inclusion for US Shareholder of Controlled Foreign Corporations Overview It is quite well known that US persons who own a Controlled Foreign Corporation (CFC) are typically subject to additional reporting requirements and potentially punitive income...
by Brad Hemphill | Oct 24, 2025 | Featured, Featured, Investment Planning
The New SALT Cap: What it means for Cross-border Income Planning In the summer of 2025, Congress enacted sweeping tax changes under the One Big Beautiful Bill Act (OBBBA) that alter the landscape for deductible state and local taxes (SALT). Among the most...
by Casper Wong | May 26, 2025 | Featured, Featured, Investment Planning
Overview of Tax Implications for US Persons with Non-US Trusts (Foreign Trusts) You are a US tax resident, and you are connected to a trust. There may be various reasons for your connection to the trust – for example, maybe you transferred certain assets to a...
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 Brandon Lapstra | Mar 25, 2025 | Immigration, Immigration, Investment Planning
A move to from the US to Canada can often result in a change in employment. When you leave an employer, you may be able to transfer the tax-sheltered portion of the commuted value of your pension to a Locked-in Retirement Account (LIRA) (federally known as a Locked-in...
