/Estate Planning

Estate Planning

21 04, 2017

“If I die, my spouse will get everything”

This blog outlines the consequences of dying without a Will in Ontario and whether and how much a spouse will inherit under Ontario law.

16 02, 2017

Trump’s US estate tax promise & leaving assets to an American

Will Trump make good on his promise to repeal US estate tax? How do these anticipated changes affect Canadians leaving assets to kids living in the US?

3 05, 2016

Clinton vs. Trump: The US Presidential Frontrunners’ Platforms on Immigration, Tax & Health Care and their Potential Impact on Canadians

In February, I discussed the leading presidential candidates’ positions on tax and health care on CJAD 800AM, reviewing the platforms of Bernie Sanders, Hillary Clinton, Ted Cruz and Donald Trump. Last week, The Atlantic published a US presidential race cheat sheet with a byline stating that November’s presidential race will most likely be run by Hillary [...]

24 09, 2015

The Challenges of Localization with Cross Border Employee Relocation

In our globally connected world with the competition for foreign talent becoming ever fiercer, global mobility is on the rise. Recognizing the need to develop global leadership, many companies are sending key employees on international assignments, leading to an increase in expatriate populations all over the world. One of the main challenges for companies with expatriate [...]

8 09, 2015

Changes coming to the EB-5 Investor Visa Program

The EB-5 Immigrant Investor Visa, sometimes referred to as the “gold card,” has become a popular U.S. immigration route for high net worth individuals over recent years. The EB-5 program, administered by U.S. Citizenship and Immigration Services (USCIS), gives a foreign investor, along with his or her spouse and unmarried children under 21, the opportunity to [...]

4 06, 2015

Canadian Snowbirds Beware

Spending time in the US may lead to US tax obligations Many Snowbirds spend the winter in the US Sunbelt to escape the harsh Canadian weather. In fact, roughly 82% of Florida’s vacationers are Canadian snowbirds. Are you one of them? If so, you may be subject to tax in the United States on your worldwide [...]

8 05, 2015

Bigger Opportunity or Bigger Trap? The TFSA Budget Change and the Impact on Your Cross Border Situation

The 2015 budget changes that the Conservative government in Canada recently announced included some goodies aimed at casting the Conservatives in a favourable light with middle-class Canadians come election time later this year. In addition to a welcome change to the Registered Retirement Income Fund (RRIF) withdrawal formula which aims to help senior citizens over 71 [...]

5 02, 2015

Obama’s Tax Proposals: Raise Taxes for the Rich, Aid the Middle-Class

President Obama’s recent State of the Union address focused on closing the income inequality gap. To achieve that goal, the President unveiled a plan to raise capital gains taxes for the rich – his two key capital gains proposals target the top 1% of US taxpayers. Unsurprisingly, the proposals, outlined below, face heavy opposition from a [...]

26 11, 2014

Northern Migration: U.S. Employees Relocating to Canada

When employers relocate employees from the U.S. to Canada, they aim to service corporate interests by getting human resources where they need to go, ensuring efficiency and profitability. U.S. citizens relocating to Canada must address the differences between the American and Canadian tax and legal systems to ensure that their financial affairs remain sound north of [...]

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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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