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... 
by Elena Trigiani | Oct 29, 2015 | Media, News, Tax Planning
In the news this week are several stories surrounding the Canada Revenue Agency using the number of days Canadians spend abroad to limit access to federally funded programs. CBC Radio One interviewed Matt C. Altro on the topical story which was published on October 27... 
by Matt C. Altro and Jonah Ravel | Sep 24, 2015 | Estate Planning, Immigration, Retirement Planning, Tax Filing Requirements, Tax Planning
In our globally connected world with the competition for foreign talent becoming ever fiercer, global mobility is on the rise. Recognizing the need to develop global leadership, many companies are sending key employees on international assignments, leading to an... 
