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From a tax prospective, as U.S. citizens, even though we currently reside outside of the U.S., we are subject to the U.S. tax system. This may result in certain U.S. income tax obligations, even if we don't earn U.S. source income. Renouncing U.S. citizenship...

I regularly have clients who move from Canada to the U.S. We help their planning before they move and after they move. Please call us with any questions to see if we can help. Click Here

A living trust can be an effective wealth planning tool, facilitating income splitting, business succession planning and charitable giving. This article provides a general overview of living trusts in Canada. Click Here

There are many ways that Canadians can be impacted by the U.S. estate tax. And there are ways to lessen the exposure. Call me with any questions. Click Here

In many cases, RRSPs and RRIFs can be a significant part of one's wealth. This article discusses many implications when considering your RRSPs/RRIFs in your estate plan. Any questions? Call me. Click Here

It's exciting for me to see my clients supporting charities that are important to them. We also receive a meaningful tax credit when giving. Let me know if I can help. Click Here

Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here

There are a variety of registered savings plans in Canada (RRSP, TFSA, RDSP, and RESP). U.S. citizens (living in Canada) are subject to different tax regimes. Please see the attached article for more information. Click Here.

While trusts are an important tool in Canadian tax and estate planning, these foreign trust rules may make them less desirable where they involve a Canadian resident who is also a U.S. person. This article contains a few key points to consider. Click...