Partners David A. Altro and Jonah Z. Spiegelman featured in The Globe and Mail

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David A. Altro and Jonah Z. Spiegleman’s book Americans in Canada – Smile the IRS is Watching You! has been excerpted in The Globe and Mail twice, most recently last week. The excerpt is a primer on filing U.S. income tax returns for American expats in Canada, who are obligated to file taxes with the IRS due to the U.S.’s citizenship-based taxation policy. In the excerpt published by the The Globe this summer, “U.S. expats in Canada, the IRS is eyeing your RRSPs”, David and Jonah deal with the cross-border tax consequences for Canadian-resident U.S. citizens who contribute to RRSPs. Both articles can be found below or by clicking the links above. Read the rest of this entry »

Financial Post – The warm and fuzzy feeling of an estate freeze



David A. Altro was recently interviewed by Drew Hasselback for an article which appeared in the Financial Post section of the National Post. In the article, Drew asks David about the benefits of an estate freeze for family owned businesses, and what special considerations may be required when owners of a Canadian company, or those who will inherit it, are American. The article can be found below or at this link. Read the rest of this entry »

Financial Post – Border shakeup could have tax consequences for snowbirds

Matt C. Altro was recently interviewed by Julius Melnitzer for an article which appeared in the Financial Post section of the National Post. In the article, Matt addresses the changes that will allow Canada and the US to accurately track the number of days spent by Canadians in each country, to ensure that the tax and immigration laws are being respected. The article can be found below or at this link and includes information on the number of days Canadians may spend in the US. Read the rest of this entry »

Globe & Mail – Five things to consider before buying a snowbird property in the U.S.



David A. Altro, Managing Partner at Altro Levy LLP, was recently interviewed for another article which appeared in The Globe & Mail newspaper. In the article, David is cited with respect to ownership structures for Snowbirds to take title or their vacation or investment property and regarding the number of days Snowbirds can spend in the US for tax and immigration purposes. Click here to view the article online or scroll down to read the piece where David is quoted. Read the rest of this entry »

The Globe & Mail – Borders Complicate Gifts to Heirs

David A. Altro was recently interviewed for an article which has appeared in the Report on Business section of The Globe & Mail newspaper. In the article, David explains some of the obstacles a Canadian may face when leaving Canadian or US real estate to their heirs if they are living in the US. Click here to view the article online or scroll down to read the piece where David is quoted. Read the rest of this entry »

David A. Altro Interviewed on CTV News

October 27, 2013 – Canadian Snowbirds Take Flight

On October 27, 2013 CTV News invited Altro Levy LLP’s Managing Partner David A. Altro for a live on-air interview. As the Snowbirds take flight to warmer climates found in Florida and other Sun Belt states, David spoke to what they should be aware of if they are purchasing a property in the U.S., and possible financing strategies to help ease the cross border transaction. Read the rest of this entry »

Shlomi Steve Levy Interviewed on Canal Argent

Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by François Gagnon from the French television show Questions d’argent airing on Canal Argent. This was a special feature on cross border planning for your inheritance and protecting your heirs. In the interview many topics relating to planning strategies were explored. The interview can be viewed in two parts by clicking the videos below. Note that the interview is only available in French. Read the rest of this entry »

David A. Altro Interviewed on CTV’s Canada AM

Toronto, Ontario – April 12, 2013 – Tips to Buying Real Estate in Florida

On April 12, 2013 Canada AM, television’s morning star and Canada’s most watched national morning newsmagazine, invited Altro Levy LLP’s Managing Partner David A. Altro to their CTV studio for a live on-air interview. Read the rest of this entry »

David A. Altro Interviewed on CBC’s The Lang and O’Leary Exchange



David A. Altro was interviewed by Amanda Lang and Kevin O’Leary live on CBC’s national talk show, David A. Altro Interviewed on The Lang and O'Leary ExchangeThe Lang and O’Leary Exchange, on Wednesday, December 14th, 2011.

David discussed the demand for U.S. property by Canadians due to the market trends of low property prices and the high Canadian dollar.

He warned viewers of the potential pitfalls for Canadians buying property in the U.S. such as owning the property in the wrong structure or title, U.S. estate tax and probate procedure.

He also explained the upcoming changes to the U.S. tax laws and various tax rates and how a Cross Border Trust can help to reduce tax exposure and avoid double taxation.

Click here to watch the program. Fast forward to 47 minutes into the program to watch David’s interview.