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Expatriate Tax Issues and Strategies: The IRS Eases Reporting Requirements for RRSPs

Canadians move to the U.S. for a variety of reasons. Some Canadians are drawn to states like California, Florida and Arizona, which offer the promise of year-round warmth and sunshine; others may want to be [...]

| April 13th, 2015|Categories: All, Cross Border Tax Planning|Comments Off on Expatriate Tax Issues and Strategies: The IRS Eases Reporting Requirements for RRSPs

2015 Florida Real Estate Market Report

The Florida real estate market was deeply shaken when the U.S. housing bubble burst eight years ago. Today, recovery is evident across the state. This is welcome news for Canadian snowbirds looking to invest in [...]

| March 2nd, 2015|Categories: All, Cross Border Estate Planning|Comments Off on 2015 Florida Real Estate Market Report

The Expatriation Trap

  There is no doubt that US citizens living abroad are feeling the brunt of recent efforts to enforce tax rules around foreign assets and income. Unlike any other developed nation, the US continues to [...]

| February 26th, 2015|Categories: All, Cross Border Tax Planning|Comments Off on The Expatriation Trap

Advisor.ca – How to own U.S. rental property

David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains how Canadians can own U.S. rental property and the various considerations which are [...]

| February 16th, 2015|Categories: Cross Border News|Comments Off on Advisor.ca – How to own U.S. rental property

Equality for Same Sex Couples in the United States and the Impact on Canadians

The start of 2015 came with some very exciting news for our neighbours down in the sunshine state. Florida has officially become the 36th State to recognize and allow same sex couples to marry. This [...]

| February 12th, 2015|Categories: All, Cross Border Estate Planning, Cross Border Tax Planning|Comments Off on Equality for Same Sex Couples in the United States and the Impact on Canadians

Happy Holidays

From our family to yours, best wishes for a joyful holiday season! The Team at Altro LLP

| December 19th, 2014|Categories: All|Comments Off on Happy Holidays

The Henson Trust in Quebec

Version française aussi disponible. Earlier this year the Quebec superior court rendered a judgment in the case of Québec (Curateur public) c. A.N. (Succession de), 2014 QCCS 616 (CanLII) where the court clarified the nature [...]

| December 9th, 2014|Categories: All, Cross Border Estate Planning|Comments Off on The Henson Trust in Quebec

Estate Planning Considerations for the Family Cottage

In the last few years, I had the pleasure of spending many summer weekends at a friend’s family cottage in the beautiful Georgian Bay. Like many retired Canadians, my friend’s parents spend virtually every weekend [...]

| November 26th, 2014|Categories: All, From the Blog|Comments Off on Estate Planning Considerations for the Family Cottage

The Montreal Gazette – Tax Strategy: RESP contributions are not deductible

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 third question below. [...]

| November 19th, 2014|Categories: Cross Border News|Comments Off on The Montreal Gazette – Tax Strategy: RESP contributions are not deductible

US Real Estate Transactions and the Perils of Post Occupancy

There are many Canadians buying real estate in the US and anyone who has made a purchase south of the border can attest to how different the process can be. One of the main differences, [...]

| November 12th, 2014|Categories: All, Cross Border Tax Planning|Comments Off on US Real Estate Transactions and the Perils of Post Occupancy