Our Publications
SECTION 2801 AND THE NEW FORM 708 – HOW THE IRS WILL NOW BE SCRUTINIZING US EXPATS AND THEIR FAMILIES
SECTION 2801 AND THE NEW FORM 708 - HOW THE IRS WILL NOW BE SCRUTINIZING US EXPATS AND THEIR FAMILIES Avi Guttman / February 27th 2026 Canada is home to well over one million US citizens, as well as many US Green Card holders. For varying reasons, many such dual...
New rules replace the GILTI — applicable 2026
New U.S. Regulations for Controlled Foreign Corporation Income Bradley R. Thompson / January 3rd 2026 President Trump's Tax Cuts and Jobs Act in 2017 was the largest tax reform in the United States since 1986. Part of this...
U.S. Estate Tax Planning for Canadians Under the One Big Beautiful Bill Act
U.S. Estate Tax Planning for Canadians Under the One Big Beautiful Bill Act Yana Timokhova / August 05, 2025The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning...
New registration affecting Canadian snowbirds in U.S.
New registration affecting Canadian snowbirds in U.S. David A. Altro, with Alexia Gezink/May 8, 2025There have been several changes in US immigration policy under the new Trump administration, including changes to filing and registrations that affect Canadian...
Considerations for Snowbirds who are selling
Considerations for Snowbirds who are selling David A. Altro, with Alexia Gezink/April 14, 2024Due to a shift in political climate and legislation in the U.S., a large portion of inquiries to our firm as of late are clients who have decided to sell their second home in...
New Executive Order on Alien Registration: Key Changes
New Executive Order on Alien Registration: Key Changes Yana Timokhova / March 21, 2025On January 20, 2025, President Trump issued Executive Order 14159, Protecting the American People Against Invasion. This directive requires all non-U.S. citizens (aliens) to comply...
Update on Beneficial Ownership Information Reporting
Update on Beneficial Ownership Information Reporting Yana Timokhova / January 16, 2025The Corporate Transparency Act (CTA) requires most businesses, including Canadian entities registered in the U.S., to file a Beneficial Ownership Information Report (BOIR) with the...
Beneficial Ownership Information Report
Yana Timokhova / November 04, 2024 New Cross Border Requirements for Filing Beneficial Ownership Information Report in the U.S.: What Our Clients Need to KnowAt our firm, we understand how regulatory changes can impact your business. A recent regulatory update to be...
Canadian Owning U.S. Property
Yana Timokhova / November 04, 2024 Demystifying Corporate Structures: Understanding US C-Corps, S-Corps, LLCs, and LPs for Canadian Residents Owning US PropertiesFor Canadian residents who own or plan to invest in U.S. properties, selecting the appropriate corporate...