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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...

The U.S. tax system is composed of an income tax system and a transfer tax system. The transfer tax system includes a gift tax, an estate tax and a generation-skipping transfer tax. For more information, click the link - and for a more formal discussion...

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

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

The Canadian Deputy Prime Minister and Minister of Finance released the Fall Economic Statement. For a summary of some of the significant tax and financial planning measures announced, please click the article below. For more information, please reach...

When you receive the T5, T3 or other tax reporting slips for your in-trust account, you may wonder who is required to report the income? This article discusses this and other tax issues relating to trust accounts. As always, for more information, please...

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. For some tips that may apply to your situation, please click the link below. For more information, please reach out. Click Here