by Victoria Zaremba | Mar 7, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
On February 25, 2025, President Donald Trump introduced a bold proposal for a new immigration pathway targeting wealthy foreign investors. This initiative, dubbed the “gold card,” aims to replace the criticized EB-5 Immigrant Investor Program, which has...
by Jessica Lachance | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Originally, the Canadian government’s 2024 budget announced a controversial increase to the capital gains inclusion rate from 50% to 66.67% that was to have taken effect on June 25th, 2024. The increase was to have been far-reaching, affecting individuals,...
by Adam Birzgalis | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Tariffs, Trade Tensions, and the Impact on Investors: What You Need to Know: As a cross-border advisory firm serving both Canadian and American clients, we’ve been receiving a lot of questions around Trump’s proposed tariffs on Canada, Mexico, and China and what it...
by Kelvin So | Oct 8, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Elevated inflation has driven up consumer prices in recent years, starting in 2022 when the U.S. experienced one of the highest inflation rates in four decades. This spike was largely triggered by the COVID-19 pandemic and global events, such as the war in Ukraine,...
by Adam Carris | Oct 1, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Moving from the United States to Canada is a significant life change, especially for US citizens and long-term Green Card holders. One major tax concern that can arise during this transition is the imposition by the IRS of the punitive “Covered Expatriate” status,...
by Andrew Vanderhorst | Sep 6, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
When I married my Canadian spouse, I never imagined how much my life—and my investment strategy—would change. As an American citizen with a well-established U.S.-centric portfolio, the move to Canada presented both challenges and opportunities. I quickly realized that...
