U.S Estate Tax - Strategies for Canadians with Exposure

 February 22, 2024 |Charles W. Cullen III
Many Canadians do not realize that they may be exposed to U.S. estate tax. Planning that can reduce or eliminate this exposure may be optimal and something we look at for all our clients. For more information, please reach out. Click Here
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Are you thinking of leaving the U.S. tax system?

 February 15, 2024 |Charles W. Cullen III
For those who are contemplating leaving the U.S. tax system, many issues may arise. For an overview of the U.S. exit tax law, please click the link. For more information, please reach out. Click Here
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Moving to Canada with a U.S. Roth IRA

 February 01, 2024 |Charles W. Cullen III
Moving to Canada with a U.S. Roth IRA could result in negative tax implications if you don't plan ahead. For more information, please click the link below. To see how we can help, please reach out. Click Here
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RRSP Quick Tips

 January 25, 2024 |Charles W. Cullen III
Below, you will find a series of RRSP quick tips. Don't know if you are maximizing your RRSP? Please reach out. Click Here
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TFSA Quick Tips

 January 18, 2024 |Charles W. Cullen III
Below, you will find a series of TFSA quick tips. Don't know if you are maximizing your TFSA? Please reach out. Click Here
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Prescribed Rate Loan Annual Interest Payments due by January 30th

 January 11, 2024 |Charles W. Cullen III
To ensure that the prescribed rate loan you made to a spouse continues to meet the requirements to split income, the annual interest payment must be made by January 30th of the following year. This is a common strategy that we implement for many clients...
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Early 2024 Tax Tips

 January 04, 2024 |Charles W. Cullen III
It is never too early to think about tax planning. Below, you will find tax strategies that may only be available early in the new year. For more information, please reach out. Click Here
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