by Samuel Platel, F. Pl. | Sep 6, 2019 | Immigration, Tax Filing Requirements, Tax Planning
An overview to get you ready for the land of opportunity Whether it’s for family reasons, an exciting new work opportunity, the warmer climate, or something else entirely, moving to the U.S. from Canada is no small feat. Assuming you can find a suitable health...
by David A. Altro and Matt C. Altro | Aug 23, 2019 | Article, Investment Planning, News, Tax Planning
Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article...
by Samuel Platel, F. Pl. | Jun 25, 2019 | Immigration, Tax Filing Requirements, Tax Planning
For some Canadians, a new life is waiting in one of 49 states south of the border. But with every new beginning comes some other beginning’s end. For most Canadians moving south, that other beginning’s end is called departure tax (also known as a deemed disposition...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 17, 2019 | Article, Estate Planning, Immigration, Tax Planning
Globe & Mail – If your child lives in the U.S., it may be time to revise your will We are very excited to announce that Matt Altro, David Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019....
by Cross Border Financial Planning Team | Jun 13, 2019 | Estate Planning, Tax Filing Requirements, Tax Planning
Over the years it has become increasingly popular for Canadians to own real estate in U.S., especially in Florida. The warm climate of the Sunshine State provided an attractive escape to the harsh Canadian winters for the snowbirds. But with the rise in the U.S dollar...
by Tarun Suri CPA, CA, QAFP | Jun 13, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
It’s not uncommon for high net worth US citizen living in Canada to earn a substantial part of their income through a US business. Conventional wisdom may dictate to leave the corporate surplus within a corporation to benefit from tax deferral. Consequently, these...
