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
7
03, 2018
Globe and Mail – How to be a tax-smart snowbird with property in the U.S.
David Altro & Matt Altro published in the Globe and Mail on 5 tax traps that US citizens living in Canada need to be aware of to ensure they avoid tax pitfalls.
20
02, 2018
Advisor’s Edge – Tax reform: Hits and misses for cross-border clients
Matt Altro was interviewed by Advisor’s Edge to review the US tax reform changes’ impact for Canadians with a cross-border lifestyle, assets and investments.