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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

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

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 Canadians 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...

When people work abroad, they will often accumulate a pension in that country. For some, they then look to consolidate that pension with your RRSP or RRIF. To learn more, click the link. To have an in-depth conversation on your unique circumstances, please...

Under the One Big Beautiful Bill Act, there are proposed tax legislation that would impact U.S. withholding tax rates for Canadians and Canadian corporations. This is something that will be closely watched moving forward as the impact may be very material...

After years of contributing to the Canada Pension Plan (CPP), you may wonder how this plan will help you in retirement. This article examines how the CPP retirement pension works, your options for taking the pension and the implications of your choices...

As the legal representative for an estate, under the Income Tax Act, you’re responsible for filing all required tax returns for the deceased and making sure all taxes owing are paid. For information that may assist you in filling, click the link. For...

The RBC Charitable Gift Program is designed to make it easy to support charitable causes that are important to you, while potentially receiving significant tax advantages. For more information, please reach out. Click Here