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

 February 27, 2025 |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 20, 2025 |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 13, 2025 |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 From the U.S.

 February 06, 2025 |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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