by David A. Altro and Matt C. Altro | Sep 6, 2013 | Estate Planning, News, Retirement Planning, Tax Planning
Matt C. Altro and David A. Altro are regular contributors to Paul Delean’s business column in the Montreal Gazette. Scroll down to read David and Matt’s answer to the reader question. Tax strategy: Liquidating U.S. inheritance can be tricky PAUL...
by Melissa V. La Venia B.A., J.D. | Aug 14, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Investment Planning, Retirement Planning, Tax Planning
Melissa V. La Venia is a guest blogger on the MCA Cross Border Advisors Inc. blog. She is a New York Attorney who is an associate at Altro Levy LLP, which is an affiliated entity of MCA Cross Border Advisors Inc. Recently, the US Supreme Court issued an historic and...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 24, 2013 | News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the second question. Tax strategy: There’s a bit of tax wiggle room when owning two homes PAUL DELEAN The Gazette Monday, July 22,...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 10, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the first question. Tax strategy: Transferring U.S. pension to RRSP could trigger a tax hit PAUL DELEAN The Gazette Tuesday, July...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 27, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning
Before you sell your Maple Leafs season tickets and book a one-way ticket to Orlando, take a few minutes to clarify what you want to achieve. We have always found that the best way to accomplish your goals is to start by defining them. One way to do this is to try...
by Elena Trigiani | Jun 19, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a 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 fifth question. Tax strategy: Clearing up confusion about TFSAs PAUL DELEAN The...
