Alter Ego and Joint Partner Trusts for U.S. Persons

March 28, 2024 |Charles W. Cullen III
Trusts are complicated. They becoming even more complicated when a U.S. person living in Canada opens a Alter Ego Trust or a Joint Partner Trust as they must be aware of both the Canadian and U.S. tax and estate planning implications. For more information...
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Determining Your Tax Residency Status in Canada

March 21, 2024 |Charles W. Cullen III
In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....
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Moving to Canada from the U.S.

March 14, 2024 |Charles W. Cullen III
Are you a U.S. citizen or green-card holder who is moving to Canada? One thing you should be aware of is that you will be subject to both the Canadian and U.S tax system. For help navigating this and other cross-border considerations, please reach out...
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Moving from Canada to the U.S.

March 07, 2024 |Charles W. Cullen III
There are many reasons why Canadian's find themselves moving to U.S. Regardless of the reason, it is important to be aware of the tax and estate planning issues that can arise as a result of your move as well as planning opportunities you may be able...
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