by Elena Trigiani | Apr 13, 2020 | Article, News, Tax Filing Requirements, Tax Planning
Matt Altro was recently interviewed by Helen Burnett-Nichols from the Globe and Mail to explain the various considerations that US citizens, green-card holders and income-tax residents need to keep in mind come tax time. The article was published on February 27, 2020...
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...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 28, 2019 | Article, Immigration, News, Tax Filing Requirements, Tax Planning
Globe & Mail – Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know With the 2019 Canadian election season now over we are very pleased to announce that Matt Altro, David Altro, Alessandro Tortis were invited...
by Samuel Platel, F. Pl. | Sep 6, 2019 | Immigration, Tax Filing Requirements, Tax Planning
An overview to get you ready for the land of opportunity Whether it’s for family reasons, an exciting new work opportunity, the warmer climate, or something else entirely, moving to the U.S. from Canada is no small feat. Assuming you can find a suitable health...
by Samuel Platel, F. Pl. | Jun 25, 2019 | Immigration, Tax Filing Requirements, Tax Planning
For some Canadians, a new life is waiting in one of 49 states south of the border. But with every new beginning comes some other beginning’s end. For most Canadians moving south, that other beginning’s end is called departure tax (also known as a deemed disposition...
