/Tag:David A. Altro

David A. Altro

26 05, 2021

What U.S. tax proposals mean for Canadians

What U.S. tax proposals mean for Canadians David A. Altro Special to the Advisor's Edge May 26, 2021 We are very pleased to share that partner David A. Altro was asked to prepare a special for The Advisor's Edge, which was published on May 26, 2021. His article is titled “What U.S. tax [...]

24 03, 2021

Canadian Tax Exemption on Principal Residence under Pressure

Canadian Tax Exemption on Principal Residence under Pressure Capital gains tax and 'sacred cows' could offset hot housing: RBC RBC by BNN Bloomberg March 24, 2021 RBC Economics is wading into the debate over Canada’s red-hot residential real estate markets, urging policymakers to put all options on the table when it comes to [...]

22 08, 2020

How Donald Trump is driving Americans to renounce their citizenship

How Donald Trump is driving Americans to renounce their citizenship August 2020 He may not have built his “beautiful wall”, but Donald Trump is doing an A+ job of keeping people, including his own citizens, out of the US. Record numbers of people are giving up their US citizenship, according [...]

21 05, 2020

Globe & Mail – Why an estate freeze makes sense now

We are very pleased to share that partners David A. Altro and Bradley Richard Thompson were asked to prepare a special for The Globe and Mail, which was published on May 20, 2020. Their article titled “Why an estate freeze makes sense now” provides insight into a tax planning opportunity for Canadians which has come to light following the economic impact of COVID19. The article reviews the various factors such as the stock market, Canadian dollar, estate valuations, fair market value and more, which point towards an estate freeze as a tax planning opportunity.

4 05, 2020

Globe & Mail – Will the current presidential election change U.S. estate tax for Canadians?

We are very pleased to share that David Altro and Avi Guttman were asked to prepare a special for The Globe and Mail, which was published on May 3, 2020. Their article titled “Will the current presidential election change U.S. estate tax for Canadians?” provides insight into how the US estate tax may change with the upcoming US presidential election. The article reviews proposed changes by the Republicans and Democrats, and what this means for Canadians with US estate tax exposure.

17 12, 2019

Prosper, from Advisor’s Edge – Demystifying Numbers for Clients

David Altro was interviewed by the Prosper podcast, from Advisor’s Edge where he discussed the various stages of Canadians owning US property.

13 12, 2019

Bradley R. Thompson interviewed by “Finance et investissement” about PFICs

David Altro & Avi Guttman published in the Globe and Mail on the US tax filing requirements that Americans living in Canada should know.

11 12, 2019

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.

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.

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.