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As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To help ensure you leave no stone unturned, here's a summary of some common year-end tax planning strategies. Click Here

A TFSA is a flexible savings vehicle where investment income earned (and growth) in the account is tax-free for Canadian tax purposes. However, U.S. persons who hold a TFSA may be subject to additional tax and filing requirements. Therefore, it’s important...

The anticipate budget release finally came this week. The following is a summary of the most significant tax and wealth planning measures proposed in the budget. To review the impact on you and your situation, please reach out. Click Here

An FHSA is a registered account to help Canadian residents save on a tax-free basis to purchase their first home. The IRS has not provided any specific guidance on the U.S. treatment of FHSA. If you should open one, or any other registered account in...

There are a number of registered savings plans available to Canadian residents that provide tax and other benefits. However, U.S. persons who have an interest or involvement in these plans may be subject to punitive U.S. tax, additional U.S. filing requirements...

This article discusses transferring your U.S. retirement plan to your registered retirement savings plan (RRSP) or registered retirement income fund (RRIF) on a tax-efficient basis. This planning is only advantageous in certain situations - for more information...

This article discusses some of the key changes that may be relevant to U.S. persons living in Canada. This article provides a high-level overview of the changes and for more information please reach out. Click Here

Moving to Canada with a U.S. Roth Individual Retirement Arrangement (Roth IRA) could result in negative tax implications if you don’t plan ahead. This article provides general information for Canadian residents about the U.S. and Canadian tax treatment...

If you are receiving eligible pension income, you may be entitled to claim both a federal and a provincial/territorial tax credit. This article addresses the types of pension income that qualify for the tax credit and what to consider if you would like...