by Jessica Lachance | Aug 22, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Why Keeping Your U.S. Retirement Accounts as a Canadian Resident can be a Smart Estate Planning Move For Canadians who have lived or worked in the United States, it’s common to return home with U.S.-based retirement accounts such as a 401(k). While it may be tempting...
by Greg Tomkins | May 29, 2025 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
Navigating the Complexity of Cross-Border Portfolio Planning Traditional portfolio management consists of four steps. You define your goals, assess risk tolerance, build an asset allocation, and optimize for taxes. It’s a clean, four-step process that works well when...
by Victoria Zaremba | May 29, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
How U.S. Tax Reform Could Disrupt Canadian Investors: A Closer Look at Section 899 Introduction The United States’ proposed tax reform, dubbed the “One, Big, Beautiful Bill,” includes a contentious provision, Section 899, that is raising alarm bells for...
by Victoria Zaremba | Mar 7, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
On February 25, 2025, President Donald Trump introduced a bold proposal for a new immigration pathway targeting wealthy foreign investors. This initiative, dubbed the “gold card,” aims to replace the criticized EB-5 Immigrant Investor Program, which has...
by Jessica Lachance | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Originally, the Canadian government’s 2024 budget announced a controversial increase to the capital gains inclusion rate from 50% to 66.67% that was to have taken effect on June 25th, 2024. The increase was to have been far-reaching, affecting individuals,...
by Adam Birzgalis | Feb 10, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Tariffs, Trade Tensions, and the Impact on Investors: What You Need to Know: As a cross-border advisory firm serving both Canadian and American clients, we’ve been receiving a lot of questions around Trump’s proposed tariffs on Canada, Mexico, and China and what it...
