by Brandon Davies | Jul 21, 2023 | Health Coverage & Insurance, Tax Planning
There is a lot of responsibility that comes with caring for a baby – emotionally, physically, and of course, financially. With inflation at record highs, affording the necessities in addition to taking time off work to care for your newborn can be a stressful...
by Nancy Zheng, B. Comm, CPA, CMA | Jul 21, 2023 | Tax Filing Requirements, Tax Planning
With the Canadian tax season now behind us, this is a good time to go over the newly released CRA trust reporting rules that will come into effect for the 2023 tax year. On December 15, 2022, Bill C-32, which enacted the enhanced trust reporting rules, received...
by Brandon Davies | Jul 21, 2023 | Tax Planning
Question from a Client: I currently live in Toronto and received a job offer in Houston, Texas. My wife and I are looking to relocate in the next 3-4 months. I’m worried about how much tax I’ll have to pay when I move. I asked my existing financial advisor, and they...
by Nancy Zheng, B. Comm, CPA and Lissa Anderson J.D. | Aug 11, 2022 | Tax Filing Requirements, Tax Planning
FBAR and FATCA: What Do I Need to Know? FBAR and FATCA: What do I need to know? FBAR and FATCA just might be the two most detested, feared and misunderstood acronyms in the expat tax lexicon. Shrouded in mystery and backed by severe penalties, the FBAR and FATCA are...
by Elena Trigiani | Sep 19, 2018 | Article, Featured, News, Tax Planning
We are very pleased to share that David Altro and Matt Altro were asked to prepare a special for The Globe and Mail, which was published on September 19, 2018. Their article titled “Americans living in Canada: Be aware that the IRS is watching you” provides insight...
