/Cross Border Tax & Estate Planning Blog

Cross Border Tax & Estate Planning Blog

19 11, 2019

David A. Altro Blog Series, Part 2: Owning U.S. Property the Canadian Way – The Cross Border Trust, Your Solution for Certain Issues

The solution to the probate problem is something I call the Cross Border Trust (CBT). It takes care of many of the other cross border legal issues, too.

2 10, 2019

David A. Altro Blog Series: Owning U.S. Property the Canadian Way – Florida Probate and Your Estate is Frozen

Probate is the legal procedure before the county probate court where the property is located. Probate is expensive, time-consuming and freezes the estate. It is a public procedure.

10 09, 2019

State Income Tax on Trust Beneficiaries

A recent United States Supreme Court decision has serious implications regarding state income tax on trust beneficiaries.

10 09, 2019

How to Get a Green Card: Changes to the EB-5 Immigrant Investor Program

On July 23rd, 2019 the United States Citizenship and Immigration Services (USCIS) announced several very important changes to the EB-5 Green Card process. The following is an extract from the USCIS service.

1 04, 2019

Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada

Matt Altro and David Altro were asked to prepare a special for The Globe and Mail titled “Four Tax and Other Financial Considerations for Americans Moving to Canada” which provided an overview of some key issues that Americans moving to Canada should consider.

17 01, 2019

Advisor’s Edge – Planning considerations for Canadians selling U.S. real estate

David A. Altro & Samantha Wu published in Advisor’s Edge on the planning considerations for Canadians selling U.S real estate. Read this article to learn more.

14 06, 2018

Globe and Mail – Snowbirds be warned: Spending too much time in the U.S. can trigger double tax

Matt Altro & David Altro published in the Globe and Mail on spending too much time in the US and how it can lead to double tax and the important of filing Form 8840.

14 05, 2018

Globe and Mail – Snowbirds, will there be tax to pay when you sell your U.S. property?

David Altro & Matt Altro published in the Globe and Mail on if there will be tax to pay when snowbirds sell their U.S. property, and they explain FIRPTA.

17 04, 2018

LLCs: Good for Americans, Bad for Canadians

The LLC is often recommended by U.S. tax professionals as one of the best ways to own property in the U.S. But the LLC is not a good ownership structure for Canadian residents.

7 03, 2018

Globe and Mail – Increase your retirement nest egg by spending more time south of the border

Matt Altro & David Altro published in the Globe and Mail on how to increase your retirement nest egg by spending more time south of the border with lower tax rates

Thank you for
requesting a consultation.

Your consultation request has been sent by email to our team who will be in touch within one business day to coordinate a meeting with one of our professionals. Thank you.

Click to learn
more about

×

Thank you for
subscribing to our newsletter.

Your subscription to our newsletter has been received. Should you have any questions, please contact our Marketing Manager, Elena Trigiani, at the email address below. Thank you for subscribing!


etrigiani@altrolaw.com

Click to learn
more about

×

Thank you for
registering for a webinar.

You should receive an email confirming your registration shortly at the email address provided in your registration form. If you do not receive this email (inbox or junk mail) or have questions after receiving the confirmation email, please contact our Marketing Manager, Elena Trigiani, at the email address below.

Click to learn
more about

×

Thank you for
your book order.

Your book order has been received and payment will be processed shortly. Your book will be shipped within the next two business days. Should you have any questions, please contact our Marketing Manager, Elena Trigiani, at the email address below. Thank you for your order!


etrigiani@altrolaw.com

Click to learn
more about

×

Thank you for
submitting a question for our radio show.

We will do our best to answer your question during our next radio show on CJAD 800AM. Thank you for the question.

Click to learn
more about

×

Thank you for
your referral.

Your consultation request has been sent by email to our team who will be in touch with you/your client (as requested) within one business day. We appreciate your referral and look forward to working with you. Thank you.

Click to learn
more about

×

Thank you for
requesting a speaker for your upcoming event.

Your speaker request has been sent by email to our team who will be in touch within one business day to help coordinate the logistics for your event. Thank you.

Click to learn
more about

×

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

Please select one of the following options:

• You are a client/potential client and you are interested in purchasing this book for your own estate planning needs

• Your are a professional and you plan to use this book to better serve your clients

×

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

Please select one of the following options:

• You are a client/potential client and you are interested in purchasing this book for your own estate planning needs

• Your are a professional and you plan to use this book to better serve your clients

×

Merci d’avoir demandé
une consultation.

Votre demande de consultation a été envoyée par courrier électronique à notre équipe qui sera en contact dans un jour ouvrable pour coordonner une réunion avec un de nos professionnels. Merci.

CLIQUEZ POUR EN
SAVOIR PLUS SUR:

×

Thank you for
registering for a Webinar.

You should receive an email confirming your registration shortly at the email address provided in your registration form. If you do not receive this email (inbox or junk mail) or have questions after receiving the confirmation email, please contact our Marketing Manager, Elena Trigiani, at the email address below.

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

 

 

Click to learn
more about

×