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In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....

Are you a U.S. citizen or green-card holder who is moving to Canada? One thing you should be aware of is that you will be subject to both the Canadian and U.S tax system. For help navigating this and other cross-border considerations, please reach out...

There are many reasons why Canadian's find themselves moving to U.S. Regardless of the reason, it is important to be aware of the tax and estate planning issues that can arise as a result of your move as well as planning opportunities you may be able...

To escape the cold winters it is no surprise that many Canadians spend time in the U.S. If you are considering the purchase of your own property down south, it is important that you understand the tax implications of ownership during your lifetime and...

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...

Many Canadian residents find themselves in situations where they have a foreign pension plan that was earned while working abroad. This article discussed transferring it back to a RRSP or RRIF on a tax-efficient basis. To see if this option could work...

The U.S. is one of the few countries in the world that levies tax on your worldwide income based on citizenship and residency status. An individual who's considered to be a U.S. person for U.S. income tax purposes, regardless of where they're living,...

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

Starting at age 65, you are entitled to receive Old Age Security (OAS). For strategies on additional benefits you may qualify for, or conversely, strategies to help you reduce your exposure to OAS clawback, please click below. As always, for a more detailed...