by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Oct 20, 2016 | Estate Planning, Tax Planning
Death and taxes, so they say, are the only two things of which you can be fully certain. Combining both, in the form of taxes at death, would seem inevitable. Death is typically the final opportunity for a government to collect taxes on an individual’s income so it’s... by David A. Altro, B.A., LL.L, J.D, D.D.N., TEP, F. Pl. | Oct 11, 2016 | Tax Planning
MCA Cross Border Advisors has been keeping a close eye on the outcome of proposed changes to the EB-5 Immigrant Investor Visa Regional Center (“RC”) Program, which was set to expire on September 30, 2016. Amid continuing debate about whether to extend the program in... by Elena Trigiani | Sep 27, 2016 | News, Tax Filing Requirements, Tax Planning
Matt C. Altro was recently interviewed by Melissa Shin from Advisor’s Edge to analyze the consequences and opportunities when it comes to crossing the Canada/US border with retirement accounts. The analysis was published in the September edition of the Advisor’s Edge... by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 3, 2016 | Health Coverage & Insurance, Immigration, Tax Filing Requirements, Tax Planning
In February, I discussed the leading presidential candidates’ positions on tax and health care on CJAD 800AM, reviewing the platforms of Bernie Sanders, Hillary Clinton, Ted Cruz and Donald Trump. Last week, The Atlantic published a US presidential race cheat sheet... by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Apr 7, 2016 | Retirement Planning, Tax Planning
As most of us have heard by now, Canada’s Liberal government decided to roll back the 2016 Tax-Free Savings Account (TFSA) contribution limit to $5,500, which was the limit in 2014 before the Conservative government increased it to $10,000 in 2015. As cross border... 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...