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...
by Elena Trigiani | Jun 11, 2015 | News, Tax Filing Requirements, Tax Planning
David A. Altro and Matt C. Altro were recently interviewed by Michelle Schriver from Advisor’s Edge to analyze a case study about a mixed-marriage between a Canadian and American. The analysis was published in the June edition of the Advisor’s Edge magazine and also...
by Matt C. Altro and Jonah Ravel | May 8, 2015 | Investment Planning, Tax Planning
The 2015 budget changes that the Conservative government in Canada recently announced included some goodies aimed at casting the Conservatives in a favourable light with middle-class Canadians come election time later this year. In addition to a welcome change to the...
