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Prosper, from Advisor’s Edge – Demystifying Numbers for Clients
David Altro was interviewed by the Prosper podcast, from Advisor’s Edge where he discussed the various stages of Canadians owning US property.
Bradley R. Thompson interviewed by “Finance et investissement” about PFICs
David Altro & Avi Guttman published in the Globe and Mail on the US tax filing requirements that Americans living in Canada should know.
Globe & Mail – U.S. tax-filing requirements that Americans living in Canada should know
David Altro & Avi Guttman published in the Globe and Mail on the US tax filing requirements that Americans living in Canada should know.
CJAD Radio – How to Leave your Estate to US Resident Children
In a recent CJAD 800AM Dollars & Sense radio show which aired on November 27, 2019, our Managing Partner David A. Altro and our Partner Bradley R. Thompson had the opportunity to sit down with Kelly Alexander. Together they examined several estate & tax planning issues for Canadians leaving their estate to their U.S. resident children.
David A. Altro Blog Series, Part 2: Owning U.S. Property the Canadian Way – The Cross Border Trust, Your Solution for Certain Issues
The solution to the probate problem is something I call the Cross Border Trust (CBT). It takes care of many of the other cross border legal issues, too.
Globe & Mail – Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know
David Altro, Matt Altro, and Alessandro Tortis were invited to prepare a special for The Globe and Mail, which was published on October 28, 2019. Their article titled “Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know” the article provides an overview of dual Canadian & American citizenship, expatriation, and the process for renouncing U.S. citizenship.
David A. Altro Blog Series: Owning U.S. Property the Canadian Way – Florida Probate and Your Estate is Frozen
Probate is the legal procedure before the county probate court where the property is located. Probate is expensive, time-consuming and freezes the estate. It is a public procedure.
State Income Tax on Trust Beneficiaries
A recent United States Supreme Court decision has serious implications regarding state income tax on trust beneficiaries.
How to Get a Green Card: Changes to the EB-5 Immigrant Investor Program
On July 23rd, 2019 the United States Citizenship and Immigration Services (USCIS) announced several very important changes to the EB-5 Green Card process. The following is an extract from the USCIS service.
Globe & Mail – If your child lives in the U.S., it may be time to revise your will
David Altro, Matt Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article titled “If your child lives in the U.S., it may be time to revise your will” examines six essential hurdles that Canadian citizens will have to overcome when appointing American resident children as executor of their will.