/Jacqueline Berman

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So far Jacqueline Berman has created 8 blog entries.
5 06, 2012

5th Annual RBC Squash Crohn’s Tournament

We are pleased to announce that Altro & Associates, LLP returned as a Champion Court Sponsor of the 5th Annual RBC Squash Crohn’s Tournament. The event was held on Sunday, May 20th, 2012 at Midtown Le Sporting Club Sanctuaire in Montreal. Squash Crohn’s was joined by squash legend and world champion squash player Jonathon Power, who [...]

27 04, 2012

Pop Culture and the Trust by Bonnie L. Altro

While reading a recent edition of O Magazine, I came across Suze Orman’s monthly column. For those who don’t know, Ms. Orman is a financial expert and has written many books on financial prosperity. She was a frequent guest on The Oprah Winfrey Show and now has her own show on Oprah’s network. The column addressed how to be smart about your assets by protecting your estate from unnecessary costs and delays when you pass away. And what was her suggestion to achieve this peace of mind? A trust. For most Canadians, owning property in a trust is a new concept. They have never thought of holding property this way, and when they hear about all of the benefits, they have a number of reactions. Some love the idea and start to question why their Canadian estates aren’t organized in the way we suggest that their U.S. estate be arranged. Some are less enamored by the concept of a trust and worry that the trust will cause complications in connection with the purchase or may scare off the seller. I assure them that this won’t be the case. I explain that using a trust to hold U.S. assets is not something we recommend to solely to Canadians, but that this is the recommended approach for Americans as well. And to back me up on this, like I do with so many things, I quote Oprah. Ok, maybe in this case, it is not Oprah directly, but Oprah’s trusted advisor, Suze Orman. […]

13 04, 2012

Life Insurance Tax Free? Not so Fast!

HOW TO PREVENT YOUR LIFE INSURANCE FROM TRIGGERING U.S. ESTATE TAX In Canada, life insurance is often used as an effective estate planning strategy to ensure family protection, estate preservation and investment solutions. Although these advantages are indisputable, many Canadians with U.S. assets and U.S. citizens living in Canada may be shocked to learn that owning [...]

18 11, 2011

David A. Altro featured in the Globe and Mail

There’s no place like a second home for wealthy investors AUGUSTA DWYER The Globe and Mail November 18, 2011 As wealthy foreign buyers snap up more and more luxury homes in Canada, high-net-worth Canadians are similarly showing strong interest in purchasing multimillion-dollar residences abroad. But while their sights were once set on a French château, perhaps, [...]

10 11, 2011

David A. Altro interviewed for Sun Media

David was interviewed by Sharon Singleton of QMI Agency for Sun Media. The article appeared in the Toronto Sun, Calgary Sun, on Canoe.ca and many other news outlets and law and tax websites. U.S. property investment pitfalls easy to overcome Sun Media Sharon Singleton, QMI Agency November 10, 2011 A growing number of Canadians are tempted [...]

20 05, 2011

Chapter 14: A Real Estate Primer – Part 2

Here is an excerpt from Chapter 14 of Owning U.S. Property - The Canadian Way, by David A. Altro. Click here to read Part 1, where David A. Altro explains the differences between buying property in the U.S. vs Canada, title insurance and buying resale vs. buying from a builder THE FLIP What is the flip? [...]

6 05, 2011

Altro & Associates featured on The Real Estate Talk Show

David Altro and Matt Altro join Simon Giannini and Richard Dolan on The Real Estate Talk Show on Newstalk 1010 AM in Toronto, Ontario. David identifies some main issues that Canadians face when buying property in the U.S. and how the Cross Border Trust℠ and other solutions can help avoid some of those issues. Matt discusses [...]

26 04, 2011

Chapter 14: A Real Estate Primer – Part 1

Here is an excerpt from Chapter 14 of Owning U.S. Property – The Canadian Way, by David A. Altro.

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Add to Calendar 01/18/2018 12:30 PM 01/18/2018 01:30 PM America/Toronto Altro LLP / MCA Cross Border Advisors – Webinar: Immigration, Cross Border Tax and Financial Planning Strategies Our first complimentary online webinar in 2018 will be presented on January 18 at 12:30pm ET. An announcement for the full 2018 webinar schedule will be made mid-January. The webinar titled “Immigration, Cross Border Tax and Financial Planning Strategies” is targetted for professionals immigrating to the US with the H1-B visa and Human Resources professionals who work with relocated employees. The one-hour webinar is open to all professionals and is being presented at no charge. Our featured speakers from ALTRO LLP and MCA Cross Border Advisors Inc. will discuss the many topics listed below, which include H1-B visa facts and processes and information about employees relocating to the US. Spaces are limited and advance registration is required. Location of the event

 

 

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