by Olga | Sep 30, 2026 | All, Cross Border Tax Planning, David A. Altro
David Altro | September 30, 2026 Every spring, clients ask us: “I’m Canadian and I pay my taxes in Canada. Why does the IRS want a return from me?” The answer is usually a Florida condo, an Arizona rental, a US pension, or a winter that ran a...
by Olga | Sep 30, 2026 | All, Cross Border Tax Planning, David A. Altro
David Altro | September 30, 2026 A US citizen takes a job in Toronto and, in the first week, opens a Canadian bank account and a TFSA. Two years later an accountant finds that the TFSA was never reported to the IRS, the Canadian ETFs inside it are PFICs, and...
by Olga | Jan 5, 2026 | Bradley R. Thompson, Cross Border Tax Planning
Bradley R. Thompson | January 3, 2026 Download PDF version President Trump’s Tax Cuts and Jobs Act of 2017 was the largest tax reform in the United States since 1986. Part of this reform introduced new rules applicable to controlled foreign corporations...
by David A. Altro | Oct 16, 2022 | Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, From the Blog, Immigration, In the News, Publication
Eric Miller October 16, 2022 The US is the only country other than Eritrea that taxes its citizens on their income regardless of their residence. Whether they know it or not, American citizens living abroad, their families, descendants, and the corporations they...
by admin | Jul 19, 2021 | All, Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, From the Blog, Publication
Zaina KottisJuly 19, 2021 Please note that the content below is only applicable in the province of Ontario. Historically, in Ontario, according to the Succession Law Reform Act, subject to limited exceptions (such as holograph Wills, which are Wills made entirely in...
by Bradley | Jun 10, 2021 | Bradley R. Thompson, Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, From the Blog, Immigration, In the News, Publication
We are now six months into a US government with a Democratic presidency and both houses of Congress. The expectation has been that there would be significant tax changes, possibly reversing some of the changes made under President Trump’s administration. In...
