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...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Sep 19, 2014 | Estate Planning, Tax Planning
In our globalized world, corporate relocation of employees between Canada and the U.S. is becoming more common. Mobilizing talent across borders is often a key strategy for companies hoping to maximize their human resources, but compliance with laws on both sides of...
by Elena Trigiani | Jun 13, 2014 | News, Tax Filing Requirements, Tax Planning
Matt C. Altro and Jonah Z. Spiegelman, partner of MCA Cross Border Advisor’s affiliated entity Altro Levy LLP, were recently interviewed by Dean DiSpalatro from Advisor’s Edge to analyze a case study about cross-border traps. The analysis was published in...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | May 22, 2014 | Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning
Canadian tax season is over. However the question remains, do you also need to be filing with the Internal Revenue Service (“IRS”)? Canadian Snowbirds splitting their summers and winters between Canada and the US need to be careful that they count their days on US...
