Moving to Canada from the U.S.

 July 25, 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.

 July 18, 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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U.S. Estate Tax, Canadians Owning U.S. Real Estate

 July 11, 2024 |Charles W. Cullen III
To escape the cold winters it is no surprise that many Canadians spend time in the U.S. If you are considering the purchase of your own property down south, it is important that you understand the tax implications of ownership during your lifetime and...
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Taxation of Canadian Registered Savings Plans for U.S. Persons

 July 04, 2024 |Charles W. Cullen III
There are a number of registered savings plans available to Canadian residents that provide tax and other benefits. For U.S. persons who have an interest in these plans, there may be punitive U.S. and / or additional U.S. filing requirements. To learn...
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