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...
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...
by Tarun Suri CPA, CA, QAFP | Apr 13, 2020 | Retirement Planning, Tax Planning
Retirement Accounts: Strategies for US Persons Moving to Canada US persons moving to Canada, or those who’ve already moved, have likely already been introduced to a myriad of sophisticated tax planning strategies regarding their retirement accounts. Employing...
by Samuel Platel, F. Pl. | Feb 13, 2020 | Retirement Planning, Tax Planning
There’s nothing boring about the way this new decade began. Every other day, it seems as if the top US indices are breaking new records; there was an impeachment trial; and, for once, the New England Patriots were not in the Super Bowl. Also, January 1, 2020 marked...
by Cross Border Financial Planning Team | Dec 11, 2019 | Investment Planning, Retirement Planning, Tax Filing Requirements
It’s become increasingly popular for Canadians to relocate to the US for work purposes; often, Canadian professionals are sponsored by their employers through a work permit. Some choose to pursue a green card and, ultimately, US citizenship, while others choose to...
by Tarun Suri CPA, CA, QAFP | Nov 12, 2019 | Investment Planning, Retirement Planning, Tax Filing Requirements
The 2019 Canadian federal budget proposed an important change to the way stock options are taxed. With the Liberals now re-elected, and with “closing the tax loophole” being a popular platform stance during the election campaign, it’s more certain than ever that the...
