Matt C. Altro was recently interviewed by Melissa Shin from Advisor’s Edge to analyze the consequences and opportunities when it comes to crossing the Canada/US border with retirement accounts.
In the news this week are several stories surrounding the Canada Revenue Agency using the number of days Canadians spend abroad to limit access to federally funded programs. CBC Radio One interviewed Matt C. Altro on the topical story which was published on October 27 on CBC's website. Click here original post [icon id="fa fa-chevron-right"] [...]
Jonah Z. Spiegelman and Matt C. Altro recently co-authored an article which appeared in the CPA Magazine's August edition. In the article, Jonah and Matt provide a review of the tax filing obligations for US citizens in Canada, plus notes on how US rules impact estate planning. Click here to view the article online or scroll [...]
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 [...]
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 [...]
David A. Altro was recently interviewed for an article which has appeared in the Report on Business section of The Globe & Mail newspaper. In the article, David explains some of the obstacles a Canadian may face when leaving Canadian or US real estate to their heirs if they are living in the US. Click here [...]
