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The U.S. tax system imposes income tax based on both citizenship and residency status. Generally, this means American's living in Canada must file two tax returns annually. This article provides an overview regarding the common U.S. income tax and other...

For Canadian resident investors, withholding and income tax considerations when investing in U.S. based assets must be considered. After all, its not your gross returns that matter, but rather your after tax returns. To discuss strategies on how best...

Many Canadians own and rent U.S. real estate to escape cold Canadian winters. However, they should be made aware of the U.S. tax issues they will face while renting, while selling, and upon death. For more information, please reach out. Click Here

Many Canadians are unaware that owning U.S. property such as a U.S. listed equities or a condo in Florida may subject them to U.S. estate tax upon their death. This article focuses on different situations that will result in a U.S. tax return on death...

Last week we looked at moving to Canada. Now, we are looking south of the border and the complexity surrounding moving from Canada to the U.S. For more information, please reach out. It is never too early to start planning. Click Here

Moving is hard. This is especially true when moving to a new country. For people moving to Canada, this article provides an overview of the Canadian tax system and planning strategies to employ. For more information, please reach out. Click Here

PFIC Rules (Passive Foreign Investment Company) relate to U.S citizens who reside outside the U.S. The rule looks to prevent U.S. citizens from deferring tax on passive income earned through non-U.S. corporations. It's a complex issue that we help many...

During periods of market stress it is very common to focus on potential changes to the portfolio. However, there are many tax, estate and financial planning opportunities to explore. In fact, certain strategies can be even more effective during a market...

To incentivize giving, the government provides a tax credit when making an eligible charitable donation. How to qualify, and how the tax credit is calculated can be found in this article. Any questions, on this or other charitable giving strategies, please...