by Tarun Suri CPA, CA, QAFP | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
High net worth US citizens already have significant restrictions and onerous compliance obligations to manage when living in Canada. While several issues can be remedied by following simple guidelines, such as avoiding a Canadian TFSA, other issues can fall under...
by Edwin Wong CFA, CAIA, FRM | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
In this day and age of 24/7 integrated and electronic global markets, capital is generally mobile and easily flows around the world as investors seek higher investment returns. Of course, human constructs such as political borders, capital controls, national...
by Nancy Zheng, B. Comm, CPA, CMA | Feb 28, 2019 | Tax Filing Requirements, Tax Planning
On January 28, 2019, the Internal Revenue Service (IRS) announced that the tax season will open, and the IRS will begin accepting paper and electronic tax returns. It’s that time where taxpayers should start looking into what the implications of the 2018 tax reforms...
by Sherry Zheng CPA (Delaware), MTax | Nov 1, 2018 | Tax Planning
Until recently, the US corporate tax rate was so high that owning investments in a US C Corporation was not an ideal structure for Canadians. However, as of January 1, 2018, the US corporate tax rate was reduced to 21%. Because of this tax cut, it is now worthwhile to...
by Elena Trigiani | Sep 19, 2018 | Article, Featured, News, Tax Planning
Globe and Mail – Americans living in Canada: Beware that the IRS is watching you We are very pleased to share that David Altro and Matt Altro were asked to prepare a special for The Globe and Mail, which was published on September 19, 2018. Their article titled...
by Elena Trigiani | Jun 14, 2018 | Article, News, Tax Planning
Globe and Mail – Snowbirds be warned: Spending too much time in the U.S. can trigger double tax We are very pleased to share that Matt Altro and David Altro were asked to prepare a special for The Globe and Mail, which was published on June 14, 2018. Their article...
