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...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 26, 2014 | Estate Planning, Investment Planning, Tax Filing Requirements, Tax Planning
When employers relocate employees from the U.S. to Canada, they aim to service corporate interests by getting human resources where they need to go, ensuring efficiency and profitability. U.S. citizens relocating to Canada must address the differences between the...
by Elena Trigiani | Nov 19, 2014 | 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 third question below. Lowering the tax bill on pension income and tax credits...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 15, 2014 | Retirement Planning, Tax Planning
Canadians move to the U.S. for a variety of reasons. Some Canadians are drawn to states like California, Florida and Arizona, which offer the promise of year-round warmth and sunshine; others may want to be close to family members who live in the U.S.; and others...
