by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 15, 2014 | Retirement Planning, Tax Planning
Canadians move to the U.S. for a variety of reasons. Some Canadians are drawn to states like California, Florida and Arizona, which offer the promise of year-round warmth and sunshine; others may want to be close to family members who live in the U.S.; and others...
by Bram C. Lucht, B. Comm., F.Pl. | Jul 30, 2014 | Retirement Planning
If you had to choose your top five states to retire to, would South Dakota show up on your list? Do weather and taxes factor into your retirement destination decision? Many Canadians have dealt with higher taxes and shoveling snow their entire lives and are ready to...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 22, 2014 | Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning
Canadian tax season is over. However the question remains, do you also need to be filing with the Internal Revenue Service (“IRS”)? Canadian Snowbirds splitting their summers and winters between Canada and the US need to be careful that they count their days on US...
by Matt C. Altro and Antoine Brosseau Wery | Nov 7, 2013 | Health Coverage & Insurance, Retirement Planning
As Canadians, we tend to take for granted the benefits we are entitled to when living in a country with universal healthcare. However, provincial healthcare is only available to Canadian residents who spend the requisite amount of time in their home province every...
by David A. Altro and Matt C. Altro | Sep 6, 2013 | Estate Planning, News, Retirement Planning, Tax Planning
Matt C. Altro and David A. Altro are regular contributors to Paul Delean’s business column in the Montreal Gazette. Scroll down to read David and Matt’s answer to the reader question. Tax strategy: Liquidating U.S. inheritance can be tricky PAUL...
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...
