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

Are you approaching retirement or have you recently retired? To enjoy the next phase in your life, maximizing your retirement income can go a long way. To learn more, click below. For even more information, please reach out. Click Here

Depending on your situation, it may make sense to pursue a strategy to share some of your CPP with your spouse to lower the overall marginal tax the couple is paying. For information on the rules, click below - to see if this makes sense for you, please...

Trusts are complicated. They becoming even more complicated when a U.S. person living in Canada opens a Alter Ego Trust or a Joint Partner Trust as they must be aware of both the Canadian and U.S. tax and estate planning implications. For more information...

Below, you will find a series of RRSP quick tips. Don't know if you are maximizing your RRSP? Please reach out. Click Here

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...