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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...

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...

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,...

As 2024 comes to a close, there are many items to cross off our "to do" list before 2025. One item that should not be overlooked is any opportunities to reduce your tax bill. To help ensure you leave no stone unturned, click the link. For even more information...

For those that turned age 71 this year, you must convert your Registered Retirement Savings Plan (RRSP). There are several options you can pick from, each with their own benefits and drawbacks. For help deciding what option is best for you, please reach...

For those age 65 or older, taking advantage of the pension income tax credit may make sense. To learn how it works, what income qualifies and how to structure your retirement holdings to take advantage of this credit, you can read this article. As always...

With the federal budget changing the inclusion rate for capital gains, people now more then ever are looking at potential strategies that may help mitigate and manage the impact. This article discusses some of these strategies - to see if they are applicable...

One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...

Alternative Minimum Tax has been in effect since 1986, however, in 2023 the federal budget broadened the impact it may have on high-income earners. To learn more, please click the article. To have a more thorough conversation, please reach out. Click...