by David A. Altro and Matt C. Altro | Aug 23, 2019 | Article, Investment Planning, News, Tax Planning
Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article...
by Tarun Suri CPA, CA, QAFP | Jun 13, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
It’s not uncommon for high net worth US citizen living in Canada to earn a substantial part of their income through a US business. Conventional wisdom may dictate to leave the corporate surplus within a corporation to benefit from tax deferral. Consequently, these...
by Edwin Wong CFA, CAIA, FRM | May 16, 2019 | Investment Planning
Opportunity Zone Investments Over the past few months, some US-based clients have asked me about opportunity zones and opportunity zone funds. As I had never heard of these investments before, I jumped at the opportunity, so to speak, to find out more about them. ...
by Tarun Suri CPA, CA, QAFP | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
High net worth US citizens already have significant restrictions and onerous compliance obligations to manage when living in Canada. While several issues can be remedied by following simple guidelines, such as avoiding a Canadian TFSA, other issues can fall under...
by Edwin Wong CFA, CAIA, FRM | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
In this day and age of 24/7 integrated and electronic global markets, capital is generally mobile and easily flows around the world as investors seek higher investment returns. Of course, human constructs such as political borders, capital controls, national...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Mar 26, 2019 | Article, Immigration, Investment Planning, News
Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada We are delighted to share that Matt Altro and David Altro were asked to prepare a special for The Globe and Mail, which was published on March 25, 2019. Their article...
