Advisor.ca – How an American spouse can minimize U.S. tax

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David A. Altro and Matt C. Altro were recently interviewed by Michelle Schriver from Advisor’s Edge to analyze a case study about a mixed-marriage between a Canadian and American. The analysis was published in the June edition of the Advisor’s Edge magazine and also appeared online on Advisor.ca.

In the article, David and Matt review several investment traps for mixed-marriages including TFSAs and RESPs, passive income sources, a capital gain on the family home, and life insurance. Click here to view the article online or scroll down to read an excerpt from the piece.

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LEXPERT Magazine – Confronting the Mental Health Stigma in the Legal Profession

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In a recent article published in LEXPERT Business of Law, Partner and New York & Ontario Attorney Bonnie L. Altro is quoted with regards to mental health in the legal profession and how she works towards building a culture with work-life balance at Altro Levy LLP. Read the rest of this entry »

May 2015 edition of the STEP Journal – Right place, right time

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In the May 2015 edition of the STEP Journal, David A. Altro, Managing Partner and Florida Attorney & Canadian Legal Advisor at Altro Levy LLP, and Heela Donsky, Associate and Ontario Lawyer at Altro Levy LLP, published an article featured in the “US and Canada” section of the journal. In the article they explain when a Canadian resident can defer capital gains tax on the sale of US property.
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The Montreal Gazette – Tax Strategy: Keep taxman apprised when converting a home into a rental

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Matt C. Altro is a regular contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read Matt’s answer to the second question below.
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Advisor.ca – New Trust Rules Impact US Citizens in Canada

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David A. Altro and Heela Donsky recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David and Heela explain the impact of new trust rules for US citizens living in Canada. Read the rest of this entry »

Financial Post – Want to buy property in the U.S.? Read this first

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Shlomi Steve Levy was recently interviewed by Bev Cline for an article which appeared in the Financial Post section of the National Post. In the article, Bev asks Shlomi about how Canadians should purchase US real estate and the special considerations that apply to such cross border purchases. Read the rest of this entry »

Advisor.ca – How to own U.S. rental property

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David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains how Canadians can own U.S. rental property and the various considerations which are important to consider with a cross border investment. Click here to view the article online or scroll down to read and excerpt of the piece.

How to own U.S. rental property

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News Summary for the Weeks of December 8 and 15, 2014

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Over the past week, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

Altro Levy News Summary for the Week of December 1, 2014

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Over the past week, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »

News Summary for the Weeks of November 17 & 24 2014

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Over the past week, our team has noted interesting cross-border news stories and written blogs on current cross-border topics. We’ve shared these articles on our Twitter, Facebook and LinkedIn pages, but recap them for you here: Read the rest of this entry »