U.S. tax planning

U.S. Tax Planning: Navigating Cross-Border Complexities with Confidence

Living, working, or investing across borders adds another layer of complexity to your financial life - and without the right plan, it can also add unnecessary tax burdens.

U.S. tax planning isn't just for American citizens. Whether you're a Canadian with U.S. assets, a snowbird spending part of the year down south, or someone with dual citizenship, understanding your cross-border obligations is essential. Filing requirements, estate tax exposure, PFIC rules, and double taxation are just a few of the traps that can catch even the most careful investors off guard.

The good news? With proper guidance and proactive planning, you can simplify compliance, minimize tax risk, and protect your wealth on both sides of the border.

We will walk through common scenarios and key strategies to help you manage your U.S.-related tax exposure - and move forward with clarity and confidence.

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U.S. estate taxes for Canadians	You are moving to Canada
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