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Possibly the most common in-bound question we get is can I move my 401K/IRA to an RRSP? This is a tax-deferred strategy worth considering if you are retiring in Canada. However, to properly execute the strategy, many factors must be in place and considered...

In Canada, we have a number of registered savings plans available to Canadian residents that provide tax and other benefits. However, some of these plans, for U.S. persons, may be subject to punitive U.S. tax, additional U.S. tax filing requirements and/pr...

Can American's living in Canada own Canadian mutual funds, pooled funds, and exchange trade funds? The answer on PFICs is complex and has many factors to consider. For more information, please reach out. Click Here

The U.S. tax system is composed of an income tax system and a transfer tax system. Planning for the U.S. transfer tax system, while alive and for when you pass away is extremely important. For more information, please reach out. Click Here

There are many ways that Canadians can be impacted by the U.S. estate tax - there are also ways to lessen the exposure. Call me with any questions. Click Here

Last week we looked at "Moving to Canada from the U.S." - this week we are doing the reverse, looking at Moving from Canada to the U.S. For information, please reach out. Click Here

Are you a U.S. citizen or green-card holder moving to Canada? You will be subject to both the Canadian and U.S. tax system. For an overview of the complexity and potential mismatch that can arise, please click the link. To learn how we help clients navigate...

Did you know that you may be considered a resident of Canada for income tax purposes even if you are not a Canadian citizen or landed immigrant? This article discusses some of the factors that determine our residency status and the tax implications. For...

For those who have a locked-in retirement account, the beginning of the year is a good opportunity to see if a special withdrawal makes sense. The following table outlines different options that are available based on provincial and federal legislation...