Moving from Canada to the U.S.

 January 30, 2026 |Charles W. Cullen III
If you are moving to the U.S., it’s important to be aware of the tax and estate planning issues that may arise as a result of your move and any planning opportunities you may be able to utilize to eliminate or minimize any tax implications. For more information...
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TFSA Quick Tips 2026

 January 22, 2026 |Charles W. Cullen III
As the beginning of the year, we always take the time to review clients Tax Free Savings Account (TFSA) to ensure they understand how they work and also to make sure they are maximizing their contribution room. For more information, please reach out....
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Prescribed Rate Loan Annual Interest Payments Due by January 30th

 January 15, 2026 |Charles W. Cullen III
To ensure that the prescribed rate loan you made to a spouse, or a family trust, continues to meet the requirements to split income, the required annual interest payment must be made to you by January 30 of the following year. For information on how to...
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Early 2026 Tax tips

 January 08, 2026 |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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