//September

Monthly Archives: September 2013

26 09, 2013

RRSPs – Cross-Border Rollovers and Other Opportunities for Tax Deferrals & Savings

The owner of a registered retirement savings plan (“RRSP”) (whether before or after its maturity) is deemed to have disposed of the account upon death and the full value of the RRSP is brought into the deceased owner’s income in her terminal income tax return. Tax Rollovers This tax burden can be deferred where the RRSP [...]

24 09, 2013

US taxpayers with RRSPs? File now to avoid penalties!

As cross border tax advisors, we routinely meet with American citizens who have lived in Canada for many years without understanding their tax obligations in the US. A similarly complex situation may arise for Canadian citizens who have moved to the US for work or retirement. Even those who are compliant with the income tax filings [...]

23 09, 2013

Snowbirds: Gare aux griffes du fisc américain

Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by writer Martin Jolicoeur from the French newspaper Les Affaires. In his interview many topics relating to Snowbirds and their cross border needs were explored, with a focus on cross border tax planning. The article can be viewed online by clicking here, and is also [...]

19 09, 2013

Expatriation: What it means to be a “covered expatriate”

Expatriation has become somewhat of a hot topic in recent years with the increased filing requirements that the Internal Revenue Service (IRS) imposes on their citizens living outside of the United States. Whether you lived in the U.S. for half of your life or you simply had the pleasure of being born on the other side [...]

18 09, 2013

Putting the LLC Debate to Rest

Canadians are still running to the US in hopes of yielding a higher rate of return by investing their hard earned money across the border. Many of these investments include US real estate, whether it is a multitude of rental properties, one for personal use by the family or simply for retirement. No matter what your [...]

6 09, 2013

Fall 2013 Seminar Series by Altro Levy

This upcoming Fall season, Altro Levy will be hosting eight seminars across Canada and one webinar. Seminars will be held in the following cities: Oakville, ON - October 16, 2013 Toronto, ON - October 17, 2013 Calgary, AB - October 22, 2013 Montreal, QC (French) - October 23, 2013 Laval, QC (French) - October 24, 2013 [...]

3 09, 2013

David A. Altro & Matt C. Altro Featured in the Montreal Gazette September 3, 2013

David A. Altro and Matt C. Altro are regular contributors to Paul Delean's business column in the Montreal Gazette. Click here to view the article online or scroll down to read David and Matt's answer to the reader question. Tax strategy: Liquidating U.S. inheritance can be tricky PAUL DELEAN The Gazette Tuesday, September 3, 2013 How [...]

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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