by Matt Altro | Apr 4, 2017 | Health Coverage & Insurance, Immigration, Tax Planning
Spring is upon us, and I thought it would be a good time to briefly check in on the latest updates from the Trump presidency that could potentially affect Canadians planning to move to the US or Americans planning to move to Canada. This blog is the second of a series...
by Bram C. Lucht, B. Comm., F.Pl. | Mar 8, 2017 | Immigration, Tax Planning
As we battle the end of winter, spring may be right around the corner, but it’s tax season that’s captured the attention of many Canadians. A Liberal Party victory in early 2016 not only brought new leadership to Canada, but several federal tax changes as well. These...
by Jeremy Voisin & Matt C. Altro | Jan 31, 2017 | Retirement Planning, Tax Planning
Making the decision to move to the U.S. always invokes planning questions for many Canadians. Taxes, ties with Canada, legal aspects or even investments are important matters when crossing the border, and Registered Retirement Savings Plans (RRSP) are no exception to...
by Matt Altro | Jan 31, 2017 | Health Coverage & Insurance, Immigration, Tax Planning
2017 is upon us and so is the new president. Last Friday, Donald Trump was inaugurated into the highest seat of office in the US. Since Trump announced his intention to run for president, there has been much speculation about the efficacy of his proposed policies. Now...
by Elena Trigiani | Oct 20, 2016 | News, Tax Planning
Matt C. Altro was recently interviewed by Jessica Bruno from Advisor’s Edge to analyze the potential impacts on US estate tax changes depending on who the US elects in November: Hillary Clinton or Donald Trump. The analysis was published in the October edition of the...
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...
