U.S. Foreign Trust Rules for Canadian Trusts

October 27, 2022 |Charles W. Cullen III
The U.S. tax system has a complex set of rules for foreign trusts. Knowing how these rules may impact a U.S. person who resides in Canada is key to ensuring whatever trust structure is used does not lead to suboptimal outcomes. Click Here
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2022 Year-End Tax Planning

October 20, 2022 |Charles W. Cullen III
As we approach 2023, it is important to be proactive and review your financial affairs to see if any planning can yield tax savings. From tax loss selling to charitable donations, knowing what strategies to employ and the deadlines to implement is important...
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Determining Your Tax Residency Status in Canada

October 13, 2022 |Charles W. Cullen III
Are you a resident of Canada for tax purposes? Sounds easy to know, however, for many determining are you, and if so when did you start, is very complicated. Please click the article below for more information and as always, feel free to reach out with...
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Tax-Efficient Asset Location

October 06, 2022 |Charles W. Cullen III
A lot of attention is spent on asset allocation and rightfully so. However, another important consideration is asset location. Asset location helps to enhance your after-tax return by looking at how different sources of return are taxed, depending on...
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Canada Pension Plan

October 03, 2022 |Charles W. Cullen III
The Canada Pension Plan (CPP) is an important source of income for most retirees. Examining how the plan works, the options available and the implications of those choices are very important. For more information, please reach out. Click Here
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