Cross Border Tax Planning – Page 2

28 10, 2019

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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.

10 09, 2019

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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

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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.

6 09, 2019

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Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning

We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article titled “How to Get an 'A' in Cross-Border Education Planning” examines and provides insight into the complicated tax implications that arise when investing in a Canadian Registered Education Savings Plan ("RESP") for both U.S. citizens living in Canada and Canadians moving to the U.S.

17 06, 2019

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Globe & Mail – If your child lives in the U.S., it may be time to revise your will

David Altro, Matt Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article titled “If your child lives in the U.S., it may be time to revise your will” examines six essential hurdles that Canadian citizens will have to overcome when appointing American resident children as executor of their will.

3 06, 2019

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CJAD Radio – Americans Living in Canada

On the May 2019 CJAD Dollars & Sense radio show, David Altro & Matt Altro reviewed some estate & tax planning considerations for Americans living in Canada.

1 04, 2019

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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.