/Jory Stern

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About Jory Stern

Jory Stern is an Associate at Altro Levy. His practice focuses on cross border estate planning and real estate. Mr. Stern’s practice focuses on cross border estate planning and real estate. He represents clients who are purchasing property in the U.S., drafts trusts and power of attorney documents and advises clients on U.S. tax compliance and expatriation. Mr. Stern received his J.D. from Nova Southeastern University Shepard Broad College of Law. He received his undergraduate degree at Western University where he studied Philosophy. Mr. Stern is a member of the Law Society of Upper Canada & the Florida Bar, and has a Foreign Legal Consultant permit.
15 03, 2017

Changes to the Principal Residence Exemption in Canada

Canadian taxpayers will have to report the disposition of property to claim the principal residence exemption.

8 02, 2017

Filing U.S. Tax Returns After Selling U.S. Property: A Must

Many Canadians are aware of FIRPTA legislation, but few individuals meet their obligations by filing IRS Form 1040NR or 1120-F post sale of US real estate.

16 01, 2017

Looming Changes to the Estate Tax Under President-Elect Trump

The US Federal Estate Tax Exemption has risen annually since its confirmation under the American Taxpayer Relief Act of 2012. This year the estate tax exemption stands at $5.49 million USD per U.S. person.

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Owning U.S Property – The Canadian Way, 3rd Edition 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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