/Cross Border Tax & Estate Planning Blog

Cross Border Tax & Estate Planning Blog

17 03, 2017

David A. Altro is a Guest Speaker for Lennar Client Event

By Elena Trigiani March 17, 2017 We are pleased to be one of the guest speakers at three Exclusive Canadian Cocktail Events hosted by Lennar, one of America’s leading homebuilders. The three events will be taking place the week of March 20, 2017 all throughout the State of [...]

27 09, 2016

Advisor.ca – How to bring 401(k)s and IRAs to Canada

Matt C. Altro was recently interviewed by Melissa Shin from Advisor’s Edge to analyze the consequences and opportunities when it comes to crossing the Canada/US border with retirement accounts.

9 05, 2016

Advisor.ca – Disability tax credits for dual residents

Advisor.ca – Disability tax credits for dual residents By Elena Trigiani May 09, 2016 David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains how disability tax credits are available and when they can be claimed in [...]

22 09, 2014

U.S. Estate Tax Debate

The U.S. estate tax continues to be debated by our neighbours to the south. Senator Bernie Sanders (Vermont) shared his views on U.S. estate tax earlier this month in a Huffington Post blog. He plans to introduce legislation that will restructure the U.S. estate tax system. He suggests reducing the U.S. estate tax exemption from the [...]

12 02, 2014

Tax Efficient Estate Planning through Wills

Apart from any other estate planning measures one might choose to implement, there is always a role for a well-planned will. However, the content of those wills depends on whether one or both spouses are US citizens. Mixed Marriage – One Spouse is a US Citizen In the case of a mixed marriage, the wills of [...]

19 09, 2013

Expatriation: What it means to be a “covered expatriate”

Expatriation has become somewhat of a hot topic in recent years with the increased filing requirements that the Internal Revenue Service (IRS) imposes on their citizens living outside of the United States. Whether you lived in the U.S. for half of your life or you simply had the pleasure of being born on the other side [...]

30 08, 2013

IRS To Recognize All Legal Same-Sex Marriages for US Federal Tax Purposes

On August 29, 2013, the US Internal Revenue Service (“IRS”) and the US Department of Treasury released announcements confirming that in light of the historic US v. Windsor ruling from June 26, 2013, the IRS will recognize all legal same-sex marriages performed in one of the 50 states, the District of Columbia, a US territory, or [...]

12 06, 2013

The New U.S. Immigration Bill – Impacts to Canadians Spending More Time in the U.S.

In recent weeks, there has been extensive news coverage on the Gang of Eight’s U.S. Immigration reform bill. If the new bill were to pass, U.S. Immigration (USCIS) would extend the amount of days a Canadian can spend in the U.S. from 180 to 240 per year. Many Canadian Snowbirds are delighted that their 6-month sunny [...]

2 11, 2012

Recent Changes to the Application Process for Obtaining an Individual Taxpayer Identification Number (ITIN)

As a lawyer specializing in cross border tax and estate planning for Canadians purchasing U.S. real estate, I have experienced my share of questions from clients regarding U.S. tax returns and concerns with respect to U.S. filing requirements for Canadians. A change concerning U.S. filing requirements was recently brought to my attention when my clients, Dave [...]

31 08, 2012

Is It Time to Buy in Florida?

Our clients are always asking questions such as “has the Florida market hit rock bottom?” or “When is the right time to purchase?” Recently published data may be suggesting that prices have hit their lowest point in Florida. For clients considering buying in the U.S. the article below may be a great read to keep up [...]

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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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