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The Vancouver Sun – Glory Restored

Jonah Z. Spiegelman, lead of our western Canada practice and based in Vancouver, BC, was recently interviewed for an article in the Vancouver Sun newspaper. In the article, Jonah reviews some of the real estate [...]

| October 25th, 2013|Categories: All, Cross Border News, Quoted In The News|Comments Off on The Vancouver Sun – Glory Restored

24hrs Newspaper – Snowbirds Beware

Matt C. Altro was recently interviewed for an article which has appeared in the Finance section of the 24hrs newspaper in Toronto and Vancouver. In the article, Matt answers commonly asked questions about the potential [...]

| October 24th, 2013|Categories: All, Cross Border News, Quoted In The News|Comments Off on 24hrs Newspaper – Snowbirds Beware

The Montreal Gazette – Tax strategy: Inheritance can affect level of social assistance

David A. Altro is a regular contributor to Paul Delean's business column in the Montreal Gazette, please scroll down to read David's answer to a reader's question. Tax strategy: Inheritance can affect level of social [...]

| October 9th, 2013|Categories: All, Cross Border News, Quoted In The News|Comments Off on The Montreal Gazette – Tax strategy: Inheritance can affect level of social assistance

US Government Shutdown – What it Means for Canadians

As of 12 am October 1, 2013, the US government “shutdown” due to a lack of budget. It is the role of Congress to prepare and pass a spending bill, also known as a budget, [...]

| October 2nd, 2013|Categories: All, Cross Border Tax Planning|Comments Off on US Government Shutdown – What it Means for Canadians

RRSPs – Cross-Border Rollovers and Other Opportunities for Tax Deferrals & Savings

The owner of a registered retirement savings plan (“RRSP”) (whether before or after its maturity) is deemed to have disposed of the account upon death and the full value of the RRSP is brought into [...]

| September 26th, 2013|Categories: All, Cross Border Estate Planning|Comments Off on RRSPs – Cross-Border Rollovers and Other Opportunities for Tax Deferrals & Savings

US taxpayers with RRSPs? File now to avoid penalties!

As cross border tax advisors, we routinely meet with American citizens who have lived in Canada for many years without understanding their tax obligations in the US. A similarly complex situation may arise for Canadian [...]

| September 24th, 2013|Categories: All, Cross Border Tax Planning|Comments Off on US taxpayers with RRSPs? File now to avoid penalties!

Expatriation: What it means to be a “covered expatriate”

Expatriation has become somewhat of a hot topic in recent years with the increased filing requirements that the Internal Revenue Service (IRS) imposes on their citizens living outside of the United States. Whether you lived [...]

| September 19th, 2013|Categories: All, Cross Border Tax & Estate Planning Blog|Comments Off on Expatriation: What it means to be a “covered expatriate”

Putting the LLC Debate to Rest

Canadians are still running to the US in hopes of yielding a higher rate of return by investing their hard earned money across the border. Many of these investments include US real estate, whether it [...]

| September 18th, 2013|Categories: All, Cross Border Tax Planning|Comments Off on Putting the LLC Debate to Rest

David A. Altro & Matt C. Altro Featured in the Montreal Gazette September 3, 2013

David A. Altro and Matt C. Altro are regular contributors to Paul Delean's business column in the Montreal Gazette, please scroll down to read David and Matt's answer to the reader question. Tax strategy: Liquidating [...]

| September 3rd, 2013|Categories: All, Cross Border News, Quoted In The News|Comments Off on David A. Altro & Matt C. Altro Featured in the Montreal Gazette September 3, 2013

IRS To Recognize All Legal Same-Sex Marriages for US Federal Tax Purposes

On August 29, 2013, the US Internal Revenue Service (“IRS”) and the US Department of Treasury released announcements confirming that in light of the historic US v. Windsor ruling from June 26, 2013, the IRS [...]

| August 30th, 2013|Categories: All, Cross Border Estate Planning, Cross Border Tax & Estate Planning Blog|Comments Off on IRS To Recognize All Legal Same-Sex Marriages for US Federal Tax Purposes