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...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 26, 2014 | Estate Planning, Investment Planning, Tax Filing Requirements, Tax Planning
When employers relocate employees from the U.S. to Canada, they aim to service corporate interests by getting human resources where they need to go, ensuring efficiency and profitability. U.S. citizens relocating to Canada must address the differences between the...
by Elena Trigiani | Nov 19, 2014 | 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 third question below. Lowering the tax bill on pension income and tax credits...
by Elena Trigiani | Jun 13, 2014 | News, Tax Filing Requirements, Tax Planning
Matt C. Altro and Jonah Z. Spiegelman, partner of MCA Cross Border Advisor’s affiliated entity Altro Levy LLP, were recently interviewed by Dean DiSpalatro from Advisor’s Edge to analyze a case study about cross-border traps. The analysis was published in...
