David A. Altro was asked to write an article for the Good Life Connoisseur magazine, which appeared in the magazine's Spring 2014 Edition on page 32. In the article, David explains the key tax and legal developments for Snowbirds to be aware of for 2014 based on changes that occured in 2013 and scheduled changes for [...]
David A. Altro and Jonah Z. Spiegelman recently co-authored an article which appeared on Advisor.ca and is scheduled to appear in the April or May 2014 edition of Advisor’s Edge magazine. In the article, David and Jonah explain the considerations and opportunities that Canadians should keep front of mind if they have US-resident children who will [...]
David A. Altro was recently interviewed by Drew Hasselback for an article which appeared in the Financial Post section of the National Post. In the article, Drew asks David about the benefits of an estate freeze for family owned businesses, and what special considerations may be required when owners of a Canadian company, or those who [...]
Matt C. Altro was recently interviewed for an article which appeared on Advisor.ca. In the article, Matt addresses what US citizens living in Canada should do in light of FATCA if they have RRSPs. The article can be found below or at this link and includes information on the new agreement between Canada and the US [...]
David A. Altro was recently interviewed for an article which appeared on Advisor.ca and in the Advisor's Edge magazine. In the article, David explains some estate planning tools for Canadians who have U.S. assets and a world wide estate valued at or above $5.34 million. Click here to view the article online or scroll down to [...]
Wealth Professional - U.S. clients aren't in the clear, warns Toronto advisor By Matt C. Altro February 11, 2014 Matt C. Altro was recently interviewed for a a follow-up article on after the publication of the story titled "Watch out! FATCA’s on your doorstep, warns Toronto advisor," both of [...]
David A. Altro and Jonah Z. Spiegelman recently co-authored an article which appeared on Advisor.ca and is scheduled to appear in the March or April 2014 edition of Advisor’s Edge magazine. In the article, David and Jonah explain the tax benefits of an estate freeze, which is a follow up piece on David’s recent article [...]
David A. Altro, Managing Partner at Altro LLP, was recently interviewed for an article which has appeared in the Montreal Gazette newspaper. In the article, David explains some of the buying trends that Altro LLP has noticed in light of the fluctuating Canadian dollar and various other cross border considerations. Click here to view the article [...]
Matt C. Altro was recently interviewed for an article which appeared in the online publication of Wealth Professional. In the article, Matt addresses what advisors and Americans living in Canada need to know about FATCA - Foreign Account Tax Compliance Act - as it will take effect on July 1, 2014. The article can be found [...]
David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains what is considered a US asset and the US estate tax implications for Canadians who have certain US assets. Click here to view the article online or scroll down to read and excerpt of [...]
