RRIF Payments and Withdrawals

 September 26, 2024 |Charles W. Cullen III
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...
Read more

Moving to Canada from the U.S.

 July 25, 2024 |Charles W. Cullen III
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...
Read more

Moving from Canada to the U.S.

 July 18, 2024 |Charles W. Cullen III
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...
Read more

Planning Considerations for Corporations Selling Securities Prior to June 25, 2024

 May 16, 2024 |Charles W. Cullen III
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...
Read more