Moving to Canada

June 30, 2022 |Charles W. Cullen III
Moving is hard. This is especially true when moving to a new country. For people moving to Canada, this article provides an overview of the Canadian tax system and planning strategies to employ. For more information, please reach out. Click Here
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Passive Foreign Investment Company (PFIC) Rules

June 24, 2022 |Charles W. Cullen III
PFIC Rules (Passive Foreign Investment Company) relate to U.S citizens who reside outside the U.S. The rule looks to prevent U.S. citizens from deferring tax on passive income earned through non-U.S. corporations. It's a complex issue that we help many...
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Wealth Planning Strategies During a Market Downturn

June 17, 2022 |Charles W. Cullen III
During periods of market stress it is very common to focus on potential changes to the portfolio. However, there are many tax, estate and financial planning opportunities to explore. In fact, certain strategies can be even more effective during a market...
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Charitable Donations

June 10, 2022 |Charles W. Cullen III
To incentivize giving, the government provides a tax credit when making an eligible charitable donation. How to qualify, and how the tax credit is calculated can be found in this article. Any questions, on this or other charitable giving strategies, please...
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Testamentary Trusts

June 03, 2022 |Charles W. Cullen III
It's common to distribute your assets on death outright to your loved ones. However, there are alternatives that may make sense depending on your situation. This article provides an overview of testamentary trusts and why you may want to consider adding...
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