/Cross Border Tax & Estate Planning Blog

Cross Border Tax & Estate Planning Blog

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

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 the Canadian and US tax systems. Click here to view the article online or scroll down to read and excerpt of [...]

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 [...]

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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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