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The State of the EB-5 Program: Sunset Date of December 11, 2015 on the Horizon

The U.S.’s popular EB-5 investment-for-Green Card program is set to sunset on December 11, 2015; Congress, however, is currently considering proposed legislation that would extend the life of the program beyond December 11. I’ve prepared [...]

| December 9th, 2015|Categories: All, Cross Border Tax Planning|Comments Off on The State of the EB-5 Program: Sunset Date of December 11, 2015 on the Horizon

CBC News – Taxman clamps down on snowbirds heading south, hopes to save millions

In the news this week are several stories surrounding the Canada Revenue Agency using the number of days Canadians spend abroad to limit access to federally funded programs. CBC Radio One interviewed Matt C. Altro [...]

| October 29th, 2015|Categories: All, In the News, Quoted In The News|Comments Off on CBC News – Taxman clamps down on snowbirds heading south, hopes to save millions

Advisor.ca – How an American spouse can minimize U.S. tax

David A. Altro and Matt C. Altro were recently interviewed by Michelle Schriver from Advisor’s Edge to analyze a case study about a mixed-marriage between a Canadian and American. The analysis was published in the [...]

| June 11th, 2015|Categories: Cross Border News|Comments Off on Advisor.ca – How an American spouse can minimize U.S. tax

LEXPERT Magazine – Confronting the Mental Health Stigma in the Legal Profession

In a recent article published in LEXPERT Business of Law, Partner and New York & Ontario Attorney Bonnie L. Altro is quoted with regards to mental health in the legal profession and how she works [...]

| May 28th, 2015|Categories: Cross Border News|Comments Off on LEXPERT Magazine – Confronting the Mental Health Stigma in the Legal Profession

May 2015 edition of the STEP Journal – Right place, right time

In the May 2015 edition of the STEP Journal, David A. Altro, Managing Partner and Florida Attorney & Canadian Legal Advisor at Altro LLP, and Heela Donsky, Associate and Ontario Lawyer at Altro LLP, published [...]

| May 28th, 2015|Categories: Cross Border News|Comments Off on May 2015 edition of the STEP Journal – Right place, right time

Limited Liability Limited Partnerships and the Perils of Cross Border Tax

The Canadian dollar might not be as strong as it once was, but that still hasn’t stopped many Canadians from investing in the US real estate market. Each day we meet with new clients who [...]

| May 28th, 2015|Categories: All, Cross Border Estate Planning|Comments Off on Limited Liability Limited Partnerships and the Perils of Cross Border Tax

The EB-5 Visa: Moving to the U.S. with a Green Card!

The EB-5 investor visa, also commonly referred to as an EB-5 green card, is a great immigration tool for Canadian investors and their families wishing to move to the United States permanently while making a [...]

| May 14th, 2015|Categories: All, Cross Border Tax Planning|Comments Off on The EB-5 Visa: Moving to the U.S. with a Green Card!

The Montreal Gazette – Tax Strategy: Keep taxman apprised when converting a home into a rental

Matt C. Altro is a regular contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read Matt’s answer to the second question below. [...]

| May 8th, 2015|Categories: Cross Border News|Comments Off on The Montreal Gazette – Tax Strategy: Keep taxman apprised when converting a home into a rental

Advisor.ca – New Trust Rules Impact US Citizens in Canada

David A. Altro and Heela Donsky recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David and Heela explain the impact of new trust rules for US [...]

| April 23rd, 2015|Categories: Cross Border News|Comments Off on Advisor.ca – New Trust Rules Impact US Citizens in Canada

Cross Border Estate Planning: Gifting to US Resident Children

Cross Border Estate Planning: Gifting to US Resident Children By Heela Donsky Walker April 13, 2015 Canadian parents are no strangers to losing their kids to the US – some [...]

| April 13th, 2015|Categories: All, Cross Border Estate Planning|Comments Off on Cross Border Estate Planning: Gifting to US Resident Children