Charitable Donations

 May 26, 2021 |Charles W. Cullen III
It's exciting for me to see my clients supporting charities that are important to them. We also receive a meaningful tax credit when giving. Let me know if I can help. Click Here
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Moving to Canada

 May 14, 2021 |Charles W. Cullen III
Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here
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Taxation of Canadian Registered Savings Plans for U.S. Persons

 May 10, 2021 |Charles W. Cullen III
There are a variety of registered savings plans in Canada (RRSP, TFSA, RDSP, and RESP). U.S. citizens (living in Canada) are subject to different tax regimes. Please see the attached article for more information. Click Here.
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U.S Foreign Trust Rules for Canadian Trusts

 May 04, 2021 |Charles W. Cullen III
While trusts are an important tool in Canadian tax and estate planning, these foreign trust rules may make them less desirable where they involve a Canadian resident who is also a U.S. person. This article contains a few key points to consider. Click...
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