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...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Feb 5, 2015 | Estate Planning, Tax Planning
President Obama’s recent State of the Union address focused on closing the income inequality gap. To achieve that goal, the President unveiled a plan to raise capital gains taxes for the rich – his two key capital gains proposals target the top 1% of US taxpayers....
by Derek Dedman, BaFS, CFP®, CFA | Jan 14, 2015 | Investment Planning, Tax Filing Requirements, Tax Planning
The IRS certainly has a far reach and no other rule exemplifies this more than that of the Passive Foreign Investment Corporations (PFICs). The PFIC rules are complex, misunderstood, and often ignored. However, PFICs are a real cross border tax issue for U.S. persons...
by Elena Trigiani | Dec 3, 2014 | Estate Planning, Immigration, Media, Tax Filing Requirements, Tax Planning
Montreal, Quebec – September 3, 2014 On the September 3rd episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and President & CEO at MCA Cross Border Advisors Inc. was our on-air cross...
