by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Mar 13, 2018 | Estate Planning, Tax Planning
President Trump recently achieved his first major legislative accomplishment when he signed the Tax Cuts and Jobs Act into law on December 22, 2017. One of his campaign promises had been to repeal the US federal estate tax. While the tax overhaul he signed into law...
by Elena Trigiani | Mar 7, 2018 | 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 February 22, 2018. Their article titled “How to be a tax-smart snowbird with property in the U.S.” provides a...
by Elena Trigiani | Mar 7, 2018 | News, Retirement Planning, 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 February 28, 2018. Their article titled “Increase your retirement nest egg by spending more time south of the...
by Elena Trigiani | Feb 20, 2018 | News, Tax Planning
Matt C. Altro was recently interviewed by Michelle Schriver from Advisor’s Edge to analyze the consequences and opportunities when it comes the tax reform in the US, which went into effect January 1, 2018. The analysis was published in the February edition of the...
by Bram C. Lucht, B. Comm., F.Pl. | Jan 31, 2018 | Tax Planning
It’s wintertime! And as you shovel your car out of a snowbank, I’m sure you’ve fantasized about moving down south and leaving this cold, Canadian weather behind. One important factor you should be aware of prior to packing up and moving away is the...
by Sherry Zheng CPA (Delaware), MTax | Jan 25, 2018 | Tax Filing Requirements, Tax Planning
Withholding Tax on Rental Income Paid to US Persons in Canada If you are an American investor in the Canadian rental market, you are required to pay income tax in Canada. Generally, when you receive rental income in Canada, the payer (the tenant or an agent) has to...
