by Derek Dedman, BaFS, CFP®, CFA | Jul 9, 2014 | Investment Planning
There is no question that investment management is an important part of the success for any individual’s financial plan. Many individuals depend on their investments for financial security and to fund their lives’ most important goals and dreams. There has been much...
by Melissa V. La Venia B.A., J.D. | Aug 14, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Investment Planning, Retirement Planning, Tax Planning
Melissa V. La Venia is a guest blogger on the MCA Cross Border Advisors Inc. blog. She is a New York Attorney who is an associate at Altro Levy LLP, which is an affiliated entity of MCA Cross Border Advisors Inc. Recently, the US Supreme Court issued an historic and...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 10, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the first question. Tax strategy: Transferring U.S. pension to RRSP could trigger a tax hit PAUL DELEAN The Gazette Tuesday, July...
by Elena Trigiani | Jun 19, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read Matt’s answer to the fifth question. Tax strategy: Clearing up confusion about TFSAs PAUL DELEAN The...
by David A. Altro and Matt C. Altro | Jun 5, 2012 | Investment Planning, Retirement Planning, Tax Planning
Canadians move to the US for a variety of reasons. Proximity to family, lifestyle, sunny weather, employment, health issues and lower income tax rates are some of the more popular reasons. If tax is the main driver for a client to hang up their hockey skates in favour...