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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 RRSP quick tips. Don't know if you are maximizing your RRSP? 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

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...

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

For many, year end bonuses coincide with the calendar year end. For some potential tips on how to receive the bonus, please click below. For more information, please reach out. Click Here