Latest News

This article discusses some of the key changes that may be relevant to U.S. persons living in Canada. This article provides a high-level overview of the changes and for more information please reach out. Click Here

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...

In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....

You have been saving all your life and it's time to withdraw from your Registered Retirement Savings Plan (RRSP). The first step is generally to convert it to a Registered Retirement Income Fund (RRIF). From there, you will than have minimum withdrawals...

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...

There are many reasons why Canadian's 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...

Canada's recently unveiled 2024 federal budget proposes to increase the capital gains inclusion rate to 66.67% from 50%. This article focuses on the impacts this may have on your corporation and whether you should consider selling securities before the...