Advisor.ca – How to bring 401(k)s and IRAs to Canada

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Matt C. Altro was recently interviewed by Melissa Shin from Advisor’s Edge to analyze the consequences and opportunities when it comes to crossing the Canada/US border with retirement accounts. The analysis was published in the September edition of the Advisor’s Edge magazine and also appeared online on Advisor.ca.
In the article, Matt reviews the various options individuals face with regards to their 401(k)s, key questions one should be asking when holding 401(k)s if they have a cross border lifestyle, and he also shares various tips and tricks for retirement accounts. Click here to view the article online or scroll down to read an excerpt from the piece.

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Advisor.ca – Disability tax credits for dual residents

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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 disability tax credits are available and when they can be claimed in the Canadian and US tax systems. Click here to view the article online or scroll down to read and excerpt of the piece. Read the rest of this entry »

Advisor.ca – Low loonie = opportunities for U.S. real estate

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Shlomi Steve Levy was recently interviewed by Susan Goldberg for an article which appeared on Advisor.ca. In the article, Susan and Shlomi review various options available for Canadians who already own US Real Estate. The article shows how the falling Canadian dollar may benefit Canadians who have already invested in the US market by following one of these four options: sell, rent your place, refinance or downsize.

Click here to view the article online or scroll down to read an excerpt from the piece.

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Advisor.ca – How to keep ahead of our plunging dollar

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Shlomi Steve Levy was recently interviewed by Susan Goldberg for an article which appeared on Advisor.ca. In the article, Susan asks Shlomi about what special considerations Canadians need to have front of mind when investing in US real estate while the Canadian dollar is suffering. Read the rest of this entry »

CBC News – Taxman clamps down on snowbirds heading south, hopes to save millions

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In the news this week are several stories surrounding the Canada Revenue Agency using the number of days Canadians spend abroad to limit access to federally funded programs. CBC Radio One interviewed Matt C. Altro on the topical story which was published on October 27 on CBC’s website.

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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 »