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...
by Elena Trigiani | Mar 25, 2014 | Immigration, News, Tax Filing Requirements, Tax Planning
Matt C. Altro was recently interviewed by Julius Melnitzer for an article which appeared in the Financial Post section of the National Post. In the article, Matt addresses the changes that will allow Canada and the US to accurately track the number of days spent by...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Feb 24, 2014 | News, Tax Filing Requirements, Tax Planning
Matt C. Altro was recently interviewed for an article which appeared on Advisor.ca. In the article, Matt addresses what US citizens living in Canada should do in light of FATCA if they have RRSPs. The article can be found below or at this link and includes information...
by Elena Trigiani | Feb 21, 2014 | News, Tax Planning
Matt C. Altro was recently interviewed for a a follow-up article on after the publication of the story titled “Watch out! FATCA’s on your doorstep, warns Toronto advisor,” both of which appeared in the online publication of Wealth Professional. In the...
