Alternative Minimum Tax (AMT) and the Proposed Changes that may Affect High-Income Earners

 August 31, 2023 |Charles W. Cullen III
Although not yet law, the government has proposed changes to the Alternative Minimum Tax (AMT) that may now impact you, when it may not have in the past. For more information, please reach out. Click Here
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Succession Planning for your Canadian Vacation Property

 August 24, 2023 |Charles W. Cullen III
Vacation properties are often a source of great personal enjoyment and family memories. To keep the property within the family, there are various tax implications and strategies to be aware of that can be used in passing ownership onto the next generation...
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Moving from Canada to the U.S.

 August 17, 2023 |Charles W. Cullen III
Your planning on moving to the U.S. - for a job, to avoid the winter, to be with family - whatever the reason, it is important to be aware of the tax and estate planning issues that may arise as a result of your move and any planning opportunities you...
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Taxation of Canadian Registered Savings Plans for U.S. Persons

 August 10, 2023 |Charles W. Cullen III
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/or...
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When Should You Review Your Will or Estate Plan?

 August 03, 2023 |Charles W. Cullen III
Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. For more information, please reach out. Click here
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