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 Nancy Zheng, B. Comm, CPA, CMA | Feb 3, 2025 | Featured, Featured, Tax Planning, Tax Planning
In my previous blogs, I discussed the tax implications for Canadian non-residents owning Canadian rental property and the considerations at the time of departure from Canada. In this blog, I would like to now shift the focus to U.S. residents who own U.S. property and...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 7, 2024 | Estate Planning, Featured, Media, Tax Planning
We are very pleased to share that our President and CEO was recently interviewed by BNN for their “The Street” segment, which aired November 6, 2024 following the recent US election. BNN looked to Matt Altro as a Cross Border Financial Planner for his insight into...
by Greg Tomkins | Oct 29, 2024 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
As the U.S. braces for the upcoming 2024 election, economic, tax, and immigration policies from candidates Trump and Harris are sharply defined and aimed at influencing everything from small business startups to Social Security. Here’s an overview of some key policy...
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,...
