Estate Planning for U.S. Transfer Taxes

 April 28, 2021 |Charles W. Cullen III
U.S. Estate taxes can impact Canadians with U.S. assets - including U.S. securities - and, of course, U.S. citizens. Here are some common strategies to be aware of. Click Here
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Are you a U.S. person living in Canada?

 April 15, 2021 |Charles W. Cullen III
Are you or your client a U.S. person? There are so many routes to U.S. citizenship. For example, in my family, my son and I were born in the U.S., my wife was naturalized, and my other son was born in Nova Scotia to two U.S. citizens. See the attached...
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Selling Your Business

 April 09, 2021 |Charles W. Cullen III
When selling your business, there is more than the purchase price to consider; the real bottom line is the after-tax funds you retain after the sale. Tax planning ahead of time may offer you more flexibility in negotiating the terms of the sale and still...
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Investment Holding Company

 April 06, 2021 |Charles W. Cullen III
When it comes to earning investment income through a corporation, planning can often be complex. You not only have to consider the taxes payable at the corporate level but also at the personal level when withdrawing funds. Please see the attached article...
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