/Bradley R. Thompson

Bradley R. Thompson

21 05, 2020

Globe & Mail – Why an estate freeze makes sense now

We are very pleased to share that partners David A. Altro and Bradley Richard Thompson were asked to prepare a special for The Globe and Mail, which was published on May 20, 2020. Their article titled “Why an estate freeze makes sense now” provides insight into a tax planning opportunity for Canadians which has come to light following the economic impact of COVID19. The article reviews the various factors such as the stock market, Canadian dollar, estate valuations, fair market value and more, which point towards an estate freeze as a tax planning opportunity.

6 05, 2020

Selling Your U.S. Property: Is there U.S. & Canadian Capital Gains Tax?

When a Canadian resident (non-citizen of the US) sells their vacation property in Florida, any capital gain realized is subject to US tax (and withholding) but is also subject to Canadian tax. The US tax rates applicable to “long term capital gain” (gain on capital property owned for more than 12 months) are generally 15% or 20% (there are technically 3 tax brackets on capital gains for this purpose: 0% on capital gains for single taxpayers with taxable income less than $39,376; 15% for single filers with taxable income less than $434,551 and 20% for single filers with taxable income of $434,551 or more). There is no Florida income tax on individuals.

28 04, 2020

Thomson Reuters – A New Multilateral World

The OECD’s Multilateral Convention to Implement Tax Treaty Related Measures to Prevent Base Erosion and Profit Shifting (the multilateral instrument or “MLI”) is now law in Canada. The MLI was Action 15 of the Base Erosion and Profits Shifting (BEPS) Project. With respect to taxpayers claiming benefits under Canadian bilateral treaties the MLI is effective January 1, 2020 with respect to withholding under 28 bilateral treaties and effective for tax years beginning June 1, 2020 with respect to all other taxes levied by Canada or one of these bilateral treaty countries. The MLI uses a “reservation” process whereby either Canada and the bilateral treaty partner can reserve with respect to certain provisions in the MLI, in either case the particular MLI provision may not apply or may apply in modified form with respect to that particular bilateral treaty.

4 12, 2019

CJAD Radio – How to Leave your Estate to US Resident Children

In a recent CJAD 800AM Dollars & Sense radio show which aired on November 27, 2019, our Managing Partner David A. Altro and our Partner Bradley R. Thompson had the opportunity to sit down with Kelly Alexander. Together they examined several estate & tax planning issues for Canadians leaving their estate to their U.S. resident children.

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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Add to Calendar 01/18/2018 12:30 PM 01/18/2018 01:30 PM America/Toronto Altro LLP / MCA Cross Border Advisors – Webinar: Immigration, Cross Border Tax and Financial Planning Strategies Our first complimentary online webinar in 2018 will be presented on January 18 at 12:30pm ET. An announcement for the full 2018 webinar schedule will be made mid-January. The webinar titled “Immigration, Cross Border Tax and Financial Planning Strategies” is targetted for professionals immigrating to the US with the H1-B visa and Human Resources professionals who work with relocated employees. The one-hour webinar is open to all professionals and is being presented at no charge. Our featured speakers from ALTRO LLP and MCA Cross Border Advisors Inc. will discuss the many topics listed below, which include H1-B visa facts and processes and information about employees relocating to the US. Spaces are limited and advance registration is required. Location of the event

 

 

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