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Tax strategy: Rental income from US must be reported
David A. Altro is a frequent contributor to Paul Delean's business column in the Montreal Gazette, please scroll down to read David's answer to the second question. Tax strategy: Rental income from U.S. must be [...]
US Citizen or US Resident Children Beware – “Trust” No One
Parents want what’s best for their children and will go to great lengths to see them succeed and help plan for their futures. Many parents have turned to trusts to provide their children with more [...]
Firm Update – Toronto
As we continue to grow, we are pleased to announce that on February 19, 2013 our Toronto office moved to larger premises. Please update your records to reflect our new coordinates (below). 155 University Avenue, [...]
David A. Altro’s Book Available as an eBook
The second edition of the book Owning U.S. Property - the Canadian Way by David A. Altro has been available for just over a year and has experienced great success and received praise by readers. [...]
Tax strategy: Transferring U.S. property can be costly
David A. Altro is a frequent contributor to Paul Delean's business column in the Montreal Gazette. Click here to view the article online or scroll down to read David's answer to the second question. Tax [...]
A Principal Residence Trust: A Means of Securing Your Home from Future Creditors
One of the key pillars to estate planning is preservation of wealth by keeping assets away from one’s creditors throughout one’s lifetime. Often, it is the principal residence that is considered a person’s most valuable [...]
Pensions will be paid to Canadians living in U.S.
David A. Altro is a frequent contributor to Paul Delean's business column in the Montreal Gazette. Click here to view the article online or scroll down to read David's answer to the second question. Pensions [...]
Eleventh Hour Fiscal Cliff Deal – What Does it Mean for Canadians?
Just hours before midnight on New Years Eve, the US Senate hammered out a tentative deal to avoid sending the country over the Fiscal Cliff. Yesterday, a reluctant, Republican-controlled House of Representatives has also blessed [...]
Quebecers Avoiding US Probate: Can It Be Done?
Pierre, a client of ours from Quebec, came to us with a problem. He owned a condo in Florida, and since Micheline recently passed away, he did not want to go to the vacation [...]
Leaving on a jet plane…but first, as an expatriate, have you paid your US Exit Tax?
For whatever the reason, each and every day people make the decision to move away from their native country to pursue a life elsewhere. Whether it is a dual citizen looking to give up their [...]