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....
by Amandeep Kaur | Jun 5, 2026 | Featured, Featured, Investment Planning
Child Tax Credit for Americans Living Overseas: What Expats Need to Know Many U.S. citizens assume that moving abroad means losing access to valuable tax benefits available to families. However, American taxpayers living outside the United States may still be eligible...
by Samuel Levine | May 25, 2026 | Featured, Featured, Investment Planning
Corporations in Canada A common question that Canadian financial and tax advisors are asked by their clients is whether they should set up a corporation. It is often mistakenly assumed that it is always better to operate a business or own investments through a private...
by Casper Wong | May 25, 2026 | Featured, Featured, Investment Planning
Section 962 Election: Taxing CFC Income Inclusions at Corporate Rates Overview In our previous blog on Section 956, we discussed how US individual shareholders of Controlled Foreign Corporations (CFCs) can be subject to additional income inclusions on top of the more...
by Victoria Zaremba | May 11, 2026 | Featured, Featured, Investment Planning
Net Investment Income Tax (NIIT): Planning Considerations for U.S. Citizens in Canada What is the Net Investment Income Tax (NIIT)? The Net Investment Income Tax (NIIT) is a 3.8% IRS surtax introduced in 2013 as part of the U.S. Affordable Care Act that applies to...
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...
