Moving to Canada with a U.S. Roth IRA

 September 25, 2025 |Charles W. Cullen III
Moving to Canada with a U.S. Roth Individual Retirement Arrangement (Roth IRA) could result in negative tax implications if you don’t plan ahead. This article provides general information for Canadian residents about the U.S. and Canadian tax treatment...
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Pension Tax Credit

 September 18, 2025 |Charles W. Cullen III
If you are receiving eligible pension income, you may be entitled to claim both a federal and a provincial/territorial tax credit. This article addresses the types of pension income that qualify for the tax credit and what to consider if you would like...
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Principal residence

 September 11, 2025 |Charles W. Cullen III
A home is often the single largest purchase made by Canadians. This article addresses a number of tax and estate planning questions surrounding the principal residence exemption, such as what qualifies as a principal residence and some implications of...
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