Globe & Mail – U.S. tax-filing requirements that Americans living in Canada should know
David Altro & Avi Guttman published in the Globe and Mail on the US tax filing requirements that Americans living in Canada should know.
28
10, 2019
Globe & Mail – Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know
David Altro, Matt Altro, and Alessandro Tortis were invited to prepare a special for The Globe and Mail, which was published on October 28, 2019. Their article titled “Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know” the article provides an overview of dual Canadian & American citizenship, expatriation, and the process for renouncing U.S. citizenship.
7
01, 2019
David A. Altro Interview: The Globe & Mail – Prenup: Romance killer or wealth protector?
David A. Altro was interviewed by Marjo Johne of the Globe & Mail, David discussed the importance of establishing a prenuptial agreement.
5
10, 2017
An Excerpt from David A. Altro’s Book – Chapter 14
The chapter being shared on our blogs is titled Florida Specific Issues, from the book Owning US Property the Canadian Way, Third Edition by David A. Altro.
12
06, 2013
The New U.S. Immigration Bill – Impacts to Canadians Spending More Time in the U.S.
In recent weeks, there has been extensive news coverage on the Gang of Eight’s U.S. Immigration reform bill. If the new bill were to pass, U.S. Immigration (USCIS) would extend the amount of days a Canadian can spend in the U.S. from 180 to 240 per year. Many Canadian Snowbirds are delighted that their 6-month sunny [...]
18
02, 2013
David A. Altro’s Book Available as an eBook
The second edition of the book Owning U.S. Property - the Canadian Way by David A. Altro has been available for just over a year and has experienced great success and received praise by readers. In order to make the book more available, we have very recently released it as an eBook for the Kindle. The [...]
4
07, 2012
IRS Simplifies Compliance for Americans in Canada
Being an American citizen is, for many around the world, a highly sought after position. Some might call it a gift, though I doubt the United States IRS would classify it that way. In fact, for the IRS, American citizenship is only one half of the bargain. At least, this appears to be the mindset behind [...]
5
06, 2012
David A. Altro and Matt Altro published in STEP Journal – June 2012
Canadian departure tax: obstacle or opportunity? By David A. Altro, B.A., LL.L, J.D, D.D.N, Fin. Pl., TEP and Matt Altro, B.Comm., CFP®, F. PL. Canadians move to the US for a variety of reasons. Proximity to family, lifestyle, sunny weather, employment, health issues and lower income tax rates are some of the more popular reasons. If [...]
27
04, 2012
Pop Culture and the Trust by Bonnie L. Altro
While reading a recent edition of O Magazine, I came across Suze Orman’s monthly column. For those who don’t know, Ms. Orman is a financial expert and has written many books on financial prosperity. She was a frequent guest on The Oprah Winfrey Show and now has her own show on Oprah’s network. The column addressed how to be smart about your assets by protecting your estate from unnecessary costs and delays when you pass away. And what was her suggestion to achieve this peace of mind? A trust. For most Canadians, owning property in a trust is a new concept. They have never thought of holding property this way, and when they hear about all of the benefits, they have a number of reactions. Some love the idea and start to question why their Canadian estates aren’t organized in the way we suggest that their U.S. estate be arranged. Some are less enamored by the concept of a trust and worry that the trust will cause complications in connection with the purchase or may scare off the seller. I assure them that this won’t be the case. I explain that using a trust to hold U.S. assets is not something we recommend to solely to Canadians, but that this is the recommended approach for Americans as well. And to back me up on this, like I do with so many things, I quote Oprah. Ok, maybe in this case, it is not Oprah directly, but Oprah’s trusted advisor, Suze Orman. […]
26
04, 2012
How Should Canadian Snowbirds Take Title to Arizona Real Estate? It Depends!
Canadians have long sought to escape harsh winters by spending time in the American Sunbelt. In recent years, with the dollar near parity, the depressed US real estate values, and a relatively strong Canadian economy, Snowbirds have shown stronger interest than ever in purchasing that winter get-away. The perennial question remains, however: what is the best [...]