Monthly Archives: October 2012

15 10, 2012

David A. Altro’s 60-Second STEP Interview

David A. Altro has been a proud member of STEP since 2006 and was very pleased to participate in a 60-second interview with the organization when he was asked to be a featured member in one of their October 2012 STEP Journal newsletters. You can read David’s answers below or see the STEP newsletter online for [...]

12 10, 2012

US Citizens in Canada: Window of Opportunity to Solve US Estate Tax Problem is Closing

US citizens who live in Canada are liable for US gift and estate tax on their worldwide assets, even if they have never actually lived in the US. This means that assets transferred during life or on death are taxed by the IRS at rates of up to 35%, subject to certain annual and lifetime exclusions. [...]