Shlomi Steve Levy Interviewed on Canal Argent (April 2014)

Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed on the French television show Questions d’argent airing on Canal Argent. In the month of April, Shlomi was invited as a guest to the show twice to discuss the topics of the April 1st US visa lottery & alternative immigration options and why Canadians may need to file with the IRS. In the interviews many topics relating to planning strategies were explored. The interviews can be viewed by clicking play on the videos below. Note that the interview is only available in French.

Video from April 7, 2014 (US Immigration Options):

Video from April 24, 2014 (Canadians and the IRS):

Le Journal de Montréal – “Not many selected for work visas”



Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by Michel Munger from the French newspaper Le Journal de Montréal. The article is about the visa lottery which takes place during the first week of April for work visas to the US, and the other options available for Canadians. The article can be viewed online by clicking here, and is also below in French. Read the rest of this entry »

Advisor.ca – Tax benefits of an estate freeze



David A. Altro and Jonah Z. Spiegelman recently co-authored an article which appeared on Advisor.ca and is scheduled to appear in the March or April 2014 edition of Advisor’s Edge magazine. In the article, David and Jonah explain the tax benefits of an estate freeze, which is a follow up piece on David’s recent article titled The complicated landscape of US estate tax, already published in Advisor’s Edge. Click here to view the article online or scroll down to read and excerpt of the piece. Read the rest of this entry »

Advisor’s Edge – The complicated landscape of US estate tax

David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains what is considered a US asset and the US estate tax implications for Canadians who have certain US assets. 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 – FATCA squeezes American clients



Matt C. Altro was recently interviewed for an article which appeared on Advisor.ca. In the article, Matt addresses what US citizens living in Canada should do in light of FATCA if they have RRSPs. The article can be found below or at this link and includes information on the new agreement between Canada and the US with regards to FATCA. Read the rest of this entry »

Advisor’s Edge – How to deal with a cross-border estate



David A. Altro was recently interviewed for an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains some estate planning tools for Canadians who have U.S. assets and a world wide estate valued at or above $5.34 million. Click here to view the article online or scroll down to read the piece where David is quoted. Read the rest of this entry »

Shlomi Steve Levy Featured in La Presse on February 19, 2014



Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by writer Stéphanie Grammond from the French newspaper La Presse. In his interview many topics relating to Snowbirds and Americans living in Canada and their cross border needs were explored, with a focus on tax compliance with the Foreign Account Tax Compliance Act (FATCA). The article can be viewed online by clicking here, and is also below in French. Read the rest of this entry »

Wealth Professional – U.S. clients aren’t in the clear, warns Toronto advisor



Matt C. Altro was recently interviewed for a a follow-up article on after the publication of the story titled “Watch out! FATCA’s on your doorstep, warns Toronto advisor,” both of which appeared in the online publication of Wealth Professional. In the follow-up article, Matt addresses that despite the recent Canada/US agreement, advisors and US citizens living in Canada still need to become wary of their situation and become compliant as soon as possible. The article can be found below or at this link and includes information on the new agreement between Canada and the US with regards to FATCA. Read the rest of this entry »

Wealth Professional – Watch out! FATCA’s on your doorstep, warns Toronto advisor

Matt C. Altro was recently interviewed for an article which appeared in the online publication of Wealth Professional. In the article, Matt addresses what advisors and Americans living in Canada need to know about FATCA – Foreign Account Tax Compliance Act – as it will take effect on July 1, 2014. The article can be found below or at this link and includes lots of information on the new act. Read the rest of this entry »

Shlomi Steve Levy Featured in Le Magazine Snowbirds du Québec



Shlomi Steve Levy, Partner at Altro Levy LLP, was recently interviewed by the French magazine Le Magazine Snowbirds du Québec. In his interview he discusses guardianship, probate and how the cross border trust can be a tool for Snowbirds to take title of real estate in Florida. The article is below in French. Read the rest of this entry »