/Cross Border Estate Planning

Cross Border Estate Planning

8 03, 2016

Expatriation: An Overview for Americans Living in Canada

Expatriation: An Overview for Americans Living in Canada By Shlomi Steve Levy March 8, 2016 In 2015, Americans living abroad renounced their US citizenship in record numbers. Americans living in Canada accounted for many of these expatriations. Why Renounce US Citizenship? US citizens must file annual income [...]

12 02, 2016

Canadians Clamour to Renounce US Citizenship

Last year, I wrote about the cost of renouncing US citizenship. In 2014, the US government raised the rate to renounce from $450 to $2350. Despite the increased fee, in 2015, 4279 US citizens renounced their citizenship – the largest number in history. This figure represents a significant increase when compared with the 2014 figure of [...]

2 07, 2015

The Upward Trend of the U.S. Housing Market: Follow-Up to the 2015 Florida Real Estate Market Report

  2015 Florida Real Estate Market Report Predictions Our firm published the 2015 Florida Real Estate Market Report at the beginning of March. The report provides a comprehensive analysis of the U.S. economy and housing market for Canadians interested in cross border real estate investment, with a particular focus on Florida, tracing U.S. housing market conditions [...]

28 05, 2015

Limited Liability Limited Partnerships and the Perils of Cross Border Tax

The Canadian dollar might not be as strong as it once was, but that still hasn’t stopped many Canadians from investing in the US real estate market. Each day we meet with new clients who are looking to the US to develop a portfolio of residential rental properties in order to generate a secondary, or in [...]

8 04, 2015

Considering a Condo? A Checklist for Canadians Investing in US Real Estate

Last fall, I wrote about the benefits of buying property in the US sunbelt, particularly in Florida, which is currently experiencing a post-recession renaissance. Now, as the state’s economy continues to recover, more and more visitors are heading to the Sunshine State: 2014 saw a record number of 97.3 million visitors, up 3.9 percent from 2013. [...]

2 03, 2015

2015 Florida Real Estate Market Report

The Florida real estate market was deeply shaken when the U.S. housing bubble burst eight years ago. Today, recovery is evident across the state. This is welcome news for Canadian snowbirds looking to invest in Florida property either for personal use or investment purposes. Below, a historical overview of the Florida real estate market, predictions for [...]

12 02, 2015

Equality for Same Sex Couples in the United States and the Impact on Canadians

The start of 2015 came with some very exciting news for our neighbours down in the sunshine state. Florida has officially become the 36th State to recognize and allow same sex couples to marry. This new development became official less than one week into 2015 when a federal judge’s stay on a ruling overturning the state’s [...]

9 12, 2014

The Henson Trust in Quebec

Version française aussi disponible. Earlier this year the Quebec superior court rendered a judgment in the case of Québec (Curateur public) c. A.N. (Succession de), 2014 QCCS 616 (CanLII) where the court clarified the nature of a beneficiary’s right in a testamentary discretionary trust. In this case, the beneficiary of the testamentary discretionary trust had a [...]

13 11, 2014

The Benefits of Buying in the Sunbelt

With winter just around the corner, many Canadians are dreaming about escaping to the U.S. sunbelt. Luckily, according to BMO Bank of Montreal’s Annual Snowbird Outlook, U.S. vacation homes in popular snowbird destinations like Florida remain affordable compared to the housing prices we saw in 2006. At the same time, as noted in a recent Financial [...]

31 10, 2014

Tax Issues for American Corporations: Corporate Inversions

I recently discussed the choice being made by some U.S. citizens living abroad to renounce their U.S. citizenship in order to avoid being subject to the Foreign Account Tax Compliance Act. But there is another kind of renunciation that has also become increasingly popular of late: corporate inversions. When a U.S. company buys a company in [...]

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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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