U.S Estate Tax - Strategies for Canadians with Exposure

February 22, 2024 |Charles W. Cullen III
Many Canadians do not realize that they may be exposed to U.S. estate tax. Planning that can reduce or eliminate this exposure may be optimal and something we look at for all our clients. For more information, please reach out. Click Here
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Are you thinking of leaving the U.S. tax system?

February 15, 2024 |Charles W. Cullen III
For those who are contemplating leaving the U.S. tax system, many issues may arise. For an overview of the U.S. exit tax law, please click the link. For more information, please reach out. Click Here
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TFSA Quick Tips

January 18, 2024 |Charles W. Cullen III
Below, you will find a series of TFSA quick tips. Don't know if you are maximizing your TFSA? Please reach out. Click Here
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2023 Fall Economic Statement

November 30, 2023 |Charles W. Cullen III
The Canadian Deputy Prime Minister and Minister of Finance released the Fall Economic Statement. For a summary of some of the significant tax and financial planning measures announced, please click the article below. For more information, please reach...
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Taxation of In-Trust Accounts

November 23, 2023 |Charles W. Cullen III
When you receive the T5, T3 or other tax reporting slips for your in-trust account, you may wonder who is required to report the income? This article discusses this and other tax issues relating to trust accounts. As always, for more information, please...
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2023 Year-End Tax Planning

November 16, 2023 |Charles W. Cullen III
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. For some tips that may apply to your situation, please click the link below. For more information, please reach out. Click Here
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Quarterly Tax Instalments

November 09, 2023 |Charles W. Cullen III
An unexpected surprise come tax season may be the requirement to pay quarterly tax instalments. To learn what are they and when you may be required to make them, click the link. For more information, please reach out. Click Here
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Principal Residence

September 21, 2023 |Charles W. Cullen III
For most, a home is the single largest purchase you will make. Knowing the tax and estate planning questions surrounding the purchase is extremely important. As always, for more information, please reach out. Click Here
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First Home Savings Account

September 14, 2023 |Charles W. Cullen III
Canada's newest registered plan is officially online. For those you are looking to buy their first home, this is a terrific tool. For more information, please reach out.
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RRIF Payments and Withdrawals

September 07, 2023 |Charles W. Cullen III
As many approach retirement, it is now time to consider converting their RRSP to RRIF and begin taking withdrawals. This article covers several considerations associated with receiving income from your RRIF. For more information, please reach out. Click...
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