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Advisor’s Edge – Comparing Canadian and U.S. Covid-19 measures for retirees

Advisor’s Edge – Comparing Canadian and U.S. Covid-19 measures for retirees

by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | 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...
How US Citizens Living in Canada Can Benefit from the US CARES Act

How US Citizens Living in Canada Can Benefit from the US CARES Act

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....
The CARES Act – Benefits for US Retirement Accounts & Student Loans

The CARES Act – Benefits for US Retirement Accounts & Student Loans

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...
Globe and Mail – U.S. persons living in Canada could benefit from aid on both sides of the border

Globe and Mail – U.S. persons living in Canada could benefit from aid on both sides of the border

by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 7, 2020 | Article, News, Retirement Planning, Tax Planning

Matt Altro was recently interviewed by Brenda Bouw from the Globe and Mail to explain the various financial relief programs available to US persons living in Canada from both the US and Canadian governments. The article was published on May 7, 2020 and discusses the...
Canada and Quebec Have Provided GST/HST and QST Relief

Canada and Quebec Have Provided GST/HST and QST Relief

by Sherry Zheng CPA (Delaware), MTax | May 6, 2020 | News, Tax Filing Requirements, Tax Planning

Canada has announced a series of measures to help businesses in response to the hardship caused by COVID-19, including an extension of GST/HST payments up to June 30 for a particular period. GST/HST filing and payment deadlines vary depending on your GST/HST filing...
A Healthcare Solution for your Employees During a Pandemic

A Healthcare Solution for your Employees During a Pandemic

by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Apr 24, 2020 | Health Coverage & Insurance, News

Many Canadian and U.S. companies have employees who travel regularly across the border to carry out their job functions in the other country. Ensuring that employees have sufficient healthcare coverage at all times is critical. At the best of times, group travel...
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