by Bram C. Lucht, B. Comm., F.Pl. | Apr 29, 2016 | Retirement Planning, Tax Filing Requirements
The Canada-US border is the longest undefended border in the world. Over one million Canadians live in the US, and a similar number of Americans live in Canada. Since there is so much crossover, it would make sense for Canada and the US to recognize the tax-exempt...
by Elena Trigiani | Dec 22, 2015 | News, Tax Filing Requirements, Tax Planning
Matt C. Altro is a regular contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read Matt’s answer to the second question below. Tax Strategy: Deadline for tax-loss selling is two days away PAUL...
by Matt C. Altro and Jonah Ravel | Sep 24, 2015 | Estate Planning, Immigration, Retirement Planning, Tax Filing Requirements, Tax Planning
In our globally connected world with the competition for foreign talent becoming ever fiercer, global mobility is on the rise. Recognizing the need to develop global leadership, many companies are sending key employees on international assignments, leading to an...
by Elena Trigiani | Jun 11, 2015 | News, Tax Filing Requirements, Tax Planning
David A. Altro and Matt C. Altro were recently interviewed by Michelle Schriver from Advisor’s Edge to analyze a case study about a mixed-marriage between a Canadian and American. The analysis was published in the June edition of the Advisor’s Edge magazine and also...
by Derek Dedman, BaFS, CFP®, CFA | Jan 14, 2015 | Investment Planning, Tax Filing Requirements, Tax Planning
The IRS certainly has a far reach and no other rule exemplifies this more than that of the Passive Foreign Investment Corporations (PFICs). The PFIC rules are complex, misunderstood, and often ignored. However, PFICs are a real cross border tax issue for U.S. persons...
by Elena Trigiani | Dec 3, 2014 | Estate Planning, Immigration, Media, Tax Filing Requirements, Tax Planning
Montreal, Quebec – September 3, 2014 On the September 3rd episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc. was our on-air cross...
