by Greg Tomkins | Mar 4, 2026 | Featured, Featured, Investment Planning
Roth IRA Canada: How Roth IRAs Are Treated for Canadian Residents For Americans planning a move north to Canada, the Roth IRA can be one of the most valuable but misunderstood cross border accounts. Many assume it automatically remains tax-free after becoming a...
by Abhishek Nigam | Feb 17, 2026 | Featured, Featured, Investment Planning
The FHSA U.S. Tax Mismatch: Why Canada’s First Home Savings Account Can Be a Trap for U.S. Citizens in Canada Overview Canada’s First Home Savings Account (FHSA) was created to help first-time homebuyers by offering deductible contributions and tax-free qualifying...
by Victoria Zaremba | Jan 20, 2026 | Featured, Featured, Investment Planning
RSUs and Cross-Border Moves Between the U.S. and Canada Restricted Stock Units (RSUs) are a common form of equity compensation, particularly for employees of public and fast-growing companies. While RSUs can be highly valuable, they frequently create unexpected tax...
by Greg Tomkins | Jan 7, 2026 | Featured, Featured, Investment Planning
Why Cross Border Investing Starts With the Financial Plan Why Cross Border Investing Starts With the Financial Plan People often spend a lot of time thinking about investment decisions before they have fully considered the financial plan that should guide those...
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...
