by Elena Trigiani | Apr 12, 2018 | Featured, News, Tax Planning, Video
We are very pleased to share that our President and CEO was recently interviewed by BNN for their “Talking Tax” segment, which aired mid-April leading up to Canada and US tax filing deadlines. BNN looked to Matt Altro as a Cross Border Financial Planner for his cross...
by Elena Trigiani | Mar 21, 2018 | News, Tax Planning, Video
Original Post: February 14, 2018 Updated Post: March 21, 2018 We are very pleased to share that our President and CEO was recently interviewed by BNN for their “Your Money Month” special segment. BNN looked to Matt Altro as a Cross Border Financial Planner...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Mar 13, 2018 | Estate Planning, Tax Planning
President Trump recently achieved his first major legislative accomplishment when he signed the Tax Cuts and Jobs Act into law on December 22, 2017. One of his campaign promises had been to repeal the US federal estate tax. While the tax overhaul he signed into law...
by Elena Trigiani | Mar 7, 2018 | News, Tax Planning
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 February 22, 2018. Their article titled “How to be a tax-smart snowbird with property in the U.S.” provides a...
by Elena Trigiani | Mar 7, 2018 | News, Retirement Planning, Tax Planning
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 February 28, 2018. Their article titled “Increase your retirement nest egg by spending more time south of the...
by Elena Trigiani | Feb 20, 2018 | News, Tax Planning
Matt C. Altro was recently interviewed by Michelle Schriver from Advisor’s Edge to analyze the consequences and opportunities when it comes the tax reform in the US, which went into effect January 1, 2018. The analysis was published in the February edition of the...
