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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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 »

Shlomi Steve Levy Featured in Le Magazine Snowbirds du Québec

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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 many subjects related to Snowbirds and tax on US real estate for Canadians who own investment property cross border. Read the rest of this entry »

CPA Magazine – Taxing challenge for US expats

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Jonah Z. Spiegelman and Matt C. Altro recently co-authored an article which appeared in the CPA Magazine’s August edition.

In the article, Jonah and Matt provide a review of the tax filing obligations for US citizens in Canada, plus notes on how US rules impact estate planning. Click here to view the article online or scroll down to read their article. Read the rest of this entry »

Advisor.ca – Investing in U.S. Property

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David A. Altro and Shlomi Steve Levy recently co-authored an article which appeared on Advisor.ca and is appeared in the September 2014 edition of Advisor’s Edge magazine.

In the article, David and Shlomi explain the considerations and opportunities that Canadians should keep front of mind if they are investing in US real estate and what they need to know about the Foreign Investment in Real Property Tax Act (FIRPTA). Click here to view the article online or scroll down to read an excerpt from the piece. Read the rest of this entry »

The Lawyers Weekly – Be aware of dual jurisdiction when buying in U.S.

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David A. Altro and Jason S. Ansel recently co-authored an article which appeared in The Lawyers Weekly in the October 10, 2014 edition.

In the article, David and Jason explain the primary issues that Canadians need to keep in mind when purchasing US property and what the key differences are between the Canadian and US legal practices surrounding real estate. Click here to view the article online or scroll down to read the piece. Read the rest of this entry »

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.

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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 »