/Cross Border Estate Planning

Cross Border Estate Planning

16 10, 2022

US Expatriation

US Expatriation Eric Miller October 16, 2022 US Expatriation Eric Miller October 16, 2022 The US is the only country other than Eritrea that taxes its citizens on their income regardless of their residence. Whether they know it or not, American citizens living abroad, their families, [...]

19 07, 2021

Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario

Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario Zaina Kottis July 19, 2021 Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario Zaina Kottis July 19, 2021 Please note that the content below is only applicable in the province of [...]

10 06, 2021

Potential US Tax Changes Canadians Should Keep Their Eye On

Potential US Tax Changes Canadians Should Keep Their Eye On Bradley Richard Thompson June 10, 2021 Potential US Tax Changes Canadians Should Keep Their Eye On Bradley Richard Thompson June 10, 2021 Potential US tax changes Canadians should keep their eye on We are now six months [...]

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 [...]

4 02, 2021

Canadian snowbirds weigh COVID-19 quarantine costs against tax and health insurance consequences

Canadian snowbirds weigh COVID-19 quarantine costs against tax and health insurance consequences Jameson Berkow Special to the Globe and Mail February 4, 2021 David A. Altro was quoted in Jameson Berkow's column “Canadian snowbirds weigh COVID-19 quarantine costs against tax and health insurance consequences" in the Globe and Mail. To read the article [...]

1 02, 2021

Quebec tax credit may help retirees who returned to labour force in 2020

Quebec tax credit may help retirees who returned to labour force in 2020 Paul Delean the Montreal Gazette February 1, 2021 David A. Altro was quoted in Paul Delean’s column “Quebec tax credit may help retirees who returned to labour force in 2020” in the Montreal Gazette. To read the article you can [...]

9 10, 2020

Globe & Mail – Snowbirds, COVID-19 and what to do with your sunbelt property

Globe & Mail - Snowbirds, COVID-19 and what to do with your sunbelt property  October 5, 2020 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 October 20, 2020. Their [...]

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.