//October

Monthly Archives: October 2012

24 10, 2012

Ask the Experts Radio Show – September 2012

On the September episode of Ask the Experts on Newstalk1010, Managing Partner David A. Altro and Chief Operating Officer Matt Altro speak about the many issues that Canadians need to be aware of when considering buying property in the U.S. and moving to the U.S. Host Iain Grant goes through various client situations that relate to [...]

19 10, 2012

Gift Tax Developments

While it is possible to donate property in Canada without any tax consequences, it is quite a different affair for Canadians in the United States. Thus, it is important for Canadians holding assets in the U.S. to be informed about the rules underlying the donation, without which the noble intention of offering a present to someone [...]

18 10, 2012

Dollars and Sense Radio Show – September 2012

Montreal, Quebec – September 27, 2012 On the September 27th episode of Dollars and Sense on CJAD 800 AM, host and Certified Financial Planner, Matt Altro and legal expert David A. Altro discuss buying property in the U.S. and how Altro & Associates assists Canadians with this process. In the first segment of the show, listen [...]

18 10, 2012

Vancouver: New Office, Great Leader!

Altro & Associates, LLP is very pleased to share that British-Columbia lawyer Jonah Spiegelman is now settled into the firm’s Vancouver office at a new address, and leading the growth of the firm to Western Canada. A Vancouver native, Jonah is happy to return after transferring from the Montreal office where he built an extraordinary level [...]

17 10, 2012

Altro & Associates Brings in New Talent

Welcome April Schulze! We are pleased to welcome April to the team. Prior to joining Altro & Associates, April was an associate in mid-sized firms in both Grande Prairie and Calgary, Alberta, where she focused on civil litigation, wills, estates, and residential real estate. In 2004, April received her B.A. (Honours) from the University Alberta. She [...]

15 10, 2012

David A. Altro’s 60-Second STEP Interview

David A. Altro has been a proud member of STEP since 2006 and was very pleased to participate in a 60-second interview with the organization when he was asked to be a featured member in one of their October 2012 STEP Journal newsletters. You can read David’s answers below or see the STEP newsletter online for [...]

12 10, 2012

US Citizens in Canada: Window of Opportunity to Solve US Estate Tax Problem is Closing

US citizens who live in Canada are liable for US gift and estate tax on their worldwide assets, even if they have never actually lived in the US. This means that assets transferred during life or on death are taxed by the IRS at rates of up to 35%, subject to certain annual and lifetime exclusions. [...]

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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