Moving from Canada to the U.S.

January 30, 2025 |Charles W. Cullen III
There are many reasons why Canadians 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 to...
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2025 Handy Financial Planning Facts

January 23, 2025 |Charles W. Cullen III
For updated contribution limits, tax deadlines, federal tax brackets and more - take a look at the 2025 Handy Financial Planning Fact sheet. As always, any questions, please reach out. Click Here
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Early 2025 Tax Tips

January 16, 2025 |Charles W. Cullen III
For many, the end of the year puts a greater focus on tax planning. However, there are some areas of tax planning that often get overlooked, and may only be made available early in the new year. For a few examples, click the link. For more information...
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Prescribed Rate Loan Annual Interest Payments Due by January 30th

January 02, 2025 |Charles W. Cullen III
To ensure that the prescribed rate loan you made to a spouse continues to meet the requirements to split income, the annual interest payment must be made by January 30th of the following year. This is a common strategy that we implement for many clients...
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