Are you thinking of leaving the U.S. tax system?

February 13, 2025 |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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Moving to Canada From the U.S.

February 06, 2025 |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...
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Moving from Canada to the U.S.

January 30, 2025 |Charles W. Cullen III
There are many reasons why Canadians 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 to...
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2025 Handy Financial Planning Facts

January 23, 2025 |Charles W. Cullen III
For updated contribution limits, tax deadlines, federal tax brackets and more - take a look at the 2025 Handy Financial Planning Fact sheet. As always, any questions, please reach out. Click Here
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Early 2025 Tax Tips

January 16, 2025 |Charles W. Cullen III
For many, the end of the year puts a greater focus on tax planning. However, there are some areas of tax planning that often get overlooked, and may only be made available early in the new year. For a few examples, click the link. For more information...
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Prescribed Rate Loan Annual Interest Payments Due by January 30th

January 02, 2025 |Charles W. Cullen III
To ensure that the prescribed rate loan you made to a spouse continues to meet the requirements to split income, the annual interest payment must be made by January 30th of the following year. This is a common strategy that we implement for many clients...
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Calculating Your Adjusted Cost Base

December 07, 2024 |Charles W. Cullen III
This article discusses how to calculate the adjusted cost base (ACB) with respect to different types of investments and some common events that may affect ACB calculations. It's essential to seek advice from a qualified tax advisor when determining the...
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Moving to Canada From the U.S.

December 05, 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.

November 28, 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...
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Are You a U.S. Person Living in Canada?

November 21, 2024 |Charles W. Cullen III
The U.S. is one of the few countries in the world that levies tax on your worldwide income based on citizenship and residency status. An individual who's considered to be a U.S. person for U.S. income tax purposes, regardless of where they're living,...
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