Montreal, Quebec – February 27, 2014
On the February 27th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Jonah Z. Spiegelman, Partner at Altro Levy and British Columbia, Alberta & California Attorney.
The show focused on key client profiles that David and Jonah meet with regularly, which include: Canadians with US assets, Canadians with US resident children, Americans living in Canada and American dual citizens. While taking live caller questions, David and Jonah discussed considerations when purchasing US property, US estate tax, gifting strategies, various trusts, Canadian planning techniques that often don’t work for dual citizens, FBAR and FATCA. Read the rest of this entry »