/From the Blog

From the Blog

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 [...]

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.

26 11, 2014

Estate Planning Considerations for the Family Cottage

In the last few years, I had the pleasure of spending many summer weekends at a friend’s family cottage in the beautiful Georgian Bay. Like many retired Canadians, my friend’s parents spend virtually every weekend at their cottage, which they built with their own hands decades ago, and plan almost every holiday and major family event [...]

4 07, 2013

DOMA’s Demise – What it Means for Canadian Residents with US Ties

Last week, the US Supreme Court issued an historic and landmark ruling in the case of US v. Windsor. It has been hailed in the media as the demise of the Defense Of Marriage Act (“DOMA”), and celebrated as an extension of more than 1,000 federal benefits to same-sex couples. In US v. Windsor, Edith Windsor [...]

3 07, 2013

Branch or Subsidiary: Tax Planning for CDN Companies Expanding Operations to the US

Canadian businesses looking to expand operations into the US have many issues to work through at the planning stage, and one important one is how to structure US operations from a tax perspective. This post discusses some of the considerations to keep in mind when deciding between forming a US subsidiary or operating directly in the [...]

28 06, 2013

Update: US Senate Votes to Approve Gang of Eight’s US Immigration Reform Bill

Yesterday afternoon the US Senate voted to approve the US Immigration Reform Bill with a final vote of 68-32 in favor of the bill. While some modifications to the bill were made in the Senate, the key provisions for Canadians have remained largely untouched. These key provisions include Canadian/ Snowbird Tourism, and the US Retiree visa. [...]

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 [...]