by Jonah Ravel B.A., F.Pl., CFP® | Nov 2, 2020 | Health Coverage & Insurance, News
The future of the Affordable Care Act (ACA), also known as Obamacare, and by extension the entire healthcare landscape in the U.S., is anybody’s guess at this point with the U.S. election day almost upon us. The recent death of Ruth Bader Ginsburg in September and her...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 21, 2020 | Article, Media, News, News, Tax Planning
Matt Altro was recently interviewed by Michelle Schriver from Investment Executive to explain the potential tax impact the 2020 US Presidential election may have on US citizens living in Canada. The article focuses on the potential tax changes that Joe Biden is...
by Sherry Zheng CPA (Delaware), MTax | Oct 9, 2020 | News, Tax Filing Requirements, Tax Planning
Non-residents of Canada can continue to hold RRSPs after leaving Canada. Income and gains in an RRSP are considered tax-free in Canada and in many foreign countries with which Canada has tax treaties and where non-residents may live. As such, non-resident taxpayers...
by Jonah Ravel B.A., F.Pl., CFP® | Jul 6, 2020 | News, Retirement Planning
We are pleased to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on June 30, 2020. His article titled “Comparing Canadian and U.S. Covid-19 measure for retirees” serves as a thorough review of Canada’s RRIF...
by Irina Matco, B. Comm., F. Pl. | May 11, 2020 | News, Tax Filing Requirements, Tax Planning
As you may be aware, US citizens living abroad, including those living in Canada, have an obligation to report and pay taxes on their worldwide income. They do so by filing annual tax returns as well as by complying with various foreign account reporting requirements....
by Tarun Suri CPA, CA, QAFP | May 11, 2020 | News, Retirement Planning, Tax Planning
The COVID-19 crisis is affecting individuals on a global scale, with governments across the world responding in myriad ways. In the US, the federal government has enacted the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”). The act contains...
