U.S. Estate, Gift and generation-Skipping Transfer Tax

 February 29, 2024 |Charles W. Cullen III
The U.S. tax system is composed of an income tax system and a transfer tax system. The transfer tax system includes a gift tax, an estate tax and a generation-skipping transfer tax. For more information, click the link - and for a more formal discussion...
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U.S Estate Tax - Strategies for Canadians with Exposure

 February 22, 2024 |Charles W. Cullen III
Many Canadians do not realize that they may be exposed to U.S. estate tax. Planning that can reduce or eliminate this exposure may be optimal and something we look at for all our clients. For more information, please reach out. Click Here
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Are you thinking of leaving the U.S. tax system?

 February 15, 2024 |Charles W. Cullen III
For those who are contemplating leaving the U.S. tax system, many issues may arise. For an overview of the U.S. exit tax law, please click the link. For more information, please reach out. Click Here
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Moving to Canada with a U.S. Roth IRA

 February 01, 2024 |Charles W. Cullen III
Moving to Canada with a U.S. Roth IRA could result in negative tax implications if you don't plan ahead. For more information, please click the link below. To see how we can help, please reach out. Click Here
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