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In the News

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, [...]

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 [...]

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.

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.

2 10, 2019

Globe & Mail – Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties

David Altro, Matt Altro, & Avi Guttman prepared a special article for The Globe & Mail “Snowbirds, here’s how to avoid a probate on U.S. Sunbelt properties”