Owning U.S Property – The Canadian Way, 2nd Edition by David A. Altro is now available. Click here to receive your copy.

For decades, Canadians have been seeking refuge from the harsh Canadian winters by heading south to the sunny skies and sandy beaches of Florida, Arizona, California and the other Sunbelt States. Buying and owning U.S. property for a Canadian resident can be confusing, stressful and filled with uncertainty. Owning U.S Property – The Canadian Way, 2nd Edition provides answers to tax, estate planning and real estate issues on both sides of the border.

Owning U.S Property – The Canadian Way, 2nd Edition addresses many issues that may be affecting you or your clients:

Praise for Owning U.S. Property – The Canadian Way, 2nd Edition

“I have known David Altro for several years, and when I contemplated purchasing property in the U.S., my first call was to him. Much like he does in his book, David explains all of the cross-border issues to consider, and does so in an extremely helpful, authoritative manner. The end result for my family was a seamless, comfortable transaction. I recommend David’s book as an essential tool for anyone considering purchasing U.S. property.”

David Agnew – Chief Executive Officer of RBC Wealth Management Canada, Toronto, ON

“An excellent primer for Canadians pondering a property purchase in the U.S. and/or a move south of the border.”

Paul Delean – The Montreal Gazette

“This is a great book that will broaden your mind whether you are a Canadian resident who already owns real estate property in the U.S., or whether you are contemplating such a purchase. It raises your awareness to key considerations.”

Mary Holenski – Industry Expert, Toronto, ON

“David Altro knows the law as it applies to Canadian property owners in the U.S. inside out. Time spent with him is well worth it.”

John H. Tory Esq. & Barbara Hackett – Investors, Toronto, ON

“As a long term trusted legal partner, I know David as a true professional who has a deep knowledge and expertise of his area of practice. David has always been committed to educate people and the 2^nd Edition of his book is just another way to share his expertise with anyone who wants to better understand cross border issues and more importantly how to address them.

One quality I admire about David is his communication skills, he can brings clarity in simple terms of complex cross border legal and tax issues on a personal and business standpoint. If you own U.S. assets… This book is a must read!”

Alain Forget – Vice-President and Director Cross Border Segment, RBC Bank, Boca Raton, FL

“Cross border estate planning is a very complicated business. It involves knowledge of tax and property laws in multiple jurisdictions, financial acumen and sensitivity to family relationships. Altro and Associates (Altro Levy LLP as of March 25, 2013) have all of this under one roof and that hugely simplifies the process. David and his colleagues know their business and will help you get it done properly and effectively.”

Marshall Cohen – Barrister and Solicitor, Former Deputy Minister of Finance for the Government of Canada, Toronto, ON

“David’s experience, knowledge, and practical perspectives on cross border issues shine through in this book. This is a must read for any Canadian looking to buy property in the U.S.”

Joe Calabrese – President, Harris myCFO, Inc., Chicago, IL

“David’s legal qualifications in both the U.S. and Canada provide a rare combination to help Canadians solve cross border estate planning concerns which can be extremely complex and costly if not executed correctly… The Red Flags are great, they bring out the key important things Canadians need to watch for.”

Robert Keats – Investment Advisor, Keats, Connelly and Associates, LLC and author of The Border Guide, Phoenix, AZ

“I have practiced real estate law in British Columbia for over 25 years and clients often have questions about buying property or investing in the U.S. David and his team are the most knowledgeable professionals I have dealt with in the area of cross border legal matters and I have no hesitation in recommending his firm. Friendly, knowledgeable and professional – what a great combination.”

Richard Bell – Managing Partner, Bell Alliance Lawyers & Notaries Public, Vancouver, BC

“In our more than ever changing world, with the intermingling economies, with the local policies and the rapidity of adjustment needed to do the right things at the right time, David Altro’s advice/guidance is excellent/comforting.

His understanding of this complex reality and his ability to explain it clearly, practically and quickly make him a unique reference.”

Guy Breton, MD, FRCPC – Montreal, QC

“Altro & Associates (Altro Levy LLP as of March 25, 2013) have provided my family and I with invaluable advice and legal services for almost five years now. Beginning with the purchase of our Palm Springs recreation home, completion of our Family Trust and the finalizing of U.S. citizenship for both my wife and son. This successful relationship is continuing on an on going basis. We are not only satisfied with the detailed work provided but with the personal attention and concern which has evolved into a true friendship.”

Brian Kowall – Vice Chairman, Royop Development Corporation, Calgary, AB

“David Altro’s knowledge of cross border issues for Canadians is unprecedented. This book is a must read for all Canadians owning U.S. property or holding U.S. securities.”

Allen Quallenberg – Investment Advisor, RBC Dominion Securities Inc., Montreal, QC

“Owning U.S. Property – The Canadian Way, 2^nd Edition, is a must-read for Canadians wanting to safeguard themselves with specialized advice from David Altro – a national expert who truly understands the intricacies of cross border real estate.”

Diane Olson – Team Leader, The Diane Olson Team, Phoenix, AZ

“David Altro has done an outstanding job of distilling many of the complex issues involved in purchasing real estate in Florida in today’s difficult economic environment and explaining them in a very practical and sometimes humorous style.”

David Shear – Attorney at Law, Arnstein & Lehr LLP, Miami, FL

“We have been dealing with David and his group for over 10 years and his expertise and knowledge of this specialized area is unprecedented. In this current economic climate, opportunities in the U.S. are increasingly becoming available, and having a person like David to make sure our clients are taking care of properly, is extremely important to us. I highly recommend this book.”

Stive Farronato, CA, CFP – Financial Planning Advisor, Assante Financial Management, Mississauga, ON

“Cross Border Attorney David A. Altro’s Owning U.S. Property – The Canadian Way, 2^nd Edition, is a timely, authoritative and important resource for Canadians buying or owning U.S. real estate and other investments, moving to the U.S. or doing business in the U.S. As a Business Valuator involved in many cross-border transactions, I highly recommend this new book to Canadians who are planning to move to the U.S. and/or invest in U.S. property. It provides critical information about the many complex issues in cross-border income tax, estate and financial planning. Author David Altro shares his in-depth and extensive knowledge and experience with readers in a clear, intelligible and analytical manner, providing them with numerous valuable suggestions. The book is written in a style that is geared to Canadian owners of U.S. property and other investments, and is also an important reference source for professional advisors. The book is definitely a must-read.”

Richard M. Wise, FCA, CA.IFA, FCBV, FASA, MCBA, CVA, C.Arb, TEP – Chartered Business Valuator, Partner, MNP, LLP, Chartered Accountants, Montreal, QC

“If you are even just considering investing in a U.S. property this book is an absolute must read! It will save you and your family headaches not to mention thousands of dollars.”

Shant Epremian, MBA, CDPE, CIAS, CLHMS – Broker Associate, CEO, Pink Realtor, Boca Raton, FL

“David has finally created a simple, yet effective solution to a complex problem that many high net worth Canadians, and their advisors, have been seeking!”

Jacinta McInnis – Senior Client Advisor, Private Banking, RBC Wealth Management, Calgary, AB

“In his new book, Owning U.S. Property – The Canadian Way, 2^nd Edition, my old friend and fellow Florida attorney, David Altro, offers an informative and valuable primer on Canadian-U.S. cross border planning for owners of real property. David’s book will help many people plan effectively and efficiently.”

Jeff Baskies, Esq. – Partner, Katz Baskies LLP, Attorneys, Board certified in Trusts and Estates, Boca Raton, FL

“As a chartered accountant and advisor to our private clients, I have encountered countless situations where Canadian residents find themselves in a quandary as to how to deal with their U.S. properties, and in my 20 years of experience I have not come across anyone who surpasses David’s knowledge in this cross border minefield. His real life approach to dealing with our mutual clients is both effective and enjoyable.”

Josh Miller, C.A. – Partner, Fuller Landau LLP, Chartered Accountants, Montreal, QC

“David Altro leverages his specialized cross border expertise to help financial advisors and their clients who either currently own U.S. property or are considering making a purchase south of the border. This book will help you identify the issues and develop a sophisticated, flexible strategy that is straight forward and easy to live with.”

Shaun Pawluk – Senior Client Advisor, Private Banking, RBC Wealth Management, Saskatoon, SK

“I have been working professionally with David for over 15 years in a number of legal challenges that have faced my clients, both domestically and with their foreign property exposure. Given the nature of my private client business, most of my clients have property, dealings and family living in the U.S. With David’s guidance, we have found effective solutions to their tax and administrative problems. David’s book represents the compilation of his extensive experience in the area of cross border planning. I would highly recommend it to anyone owning (or considering the purchase) of U.S. property or those with family members in the U.S.”

Jay Welsford – Vice President, Portfolio Manager, Connor, Clark & Lunn Private Capital Ltd., Montreal, QC

“Owning U.S. Property – The Canadian Way, 2^nd Edition, is an indispensable resource on relevant tax information and related matters for Canadians with cross border issues. The text will be a valuable tool for professionals such as myself in advising clients effectively on cross border issues.”

Mel Leiderman, C.A. – Managing Partner, Lipton,Wiseman, Altbaum & Partners LLP, Chartered Accountants, Toronto, ON

“If you buy or own foreign assets as many of us do, you will want to own them in a manner that will minimize future taxes. Having David’s book in your possession will ensure that ownership is properly planned and set up. Using David’s expertise in two recent cases helped me, as an accountant, to better service my clients.”

Louis Grossbaum, FCA – Regional Managing Partner, MNP, LLP, Chartered Accountants

“Whether it be help with my Florida real estate transactions, or tax and estate planning issues, David and his team handled all my needs. Throughout the entire process, complicated legal concepts were explained, ensuring that everything ran smoothly. The service was impeccable!”

Joseph Kaback – Businessman, Montreal, QC

“When we dealt with David on our acquisition in the U.S., he demystified the issues in a clear, concise, easy to understand manner and we couldn’t be happier with the results.”

Eddy Rosenberg, FCA – Vice President & General Manager, Kaba Lodging Systems, Montreal, QC