/From the Blog

From the Blog

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. [...]

20 06, 2013

Watch Out for Tax Rate Changes for Trusts

Back in March, the Canadian government had indicated that they were looking into changing the graduated tax rates applied to testamentary trusts. Trusts have always been a tool for tax and estate planning, and although their use will likely not diminish, this overhaul will drastically alter the way in which these types of trusts are taxed. [...]

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 [...]

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 [...]

14 05, 2013

Incapacity Issues when Owning Florida Real Estate

A person is considered incapacitated when they have lost their ability to make important decisions, including those related to their assets or property. What happens to your Florida property if you become mentally incapacitated? Your loved ones may encounter significant problems when trying to sell or transfer your property. Under Florida law, the procedure called “guardianship” [...]

6 05, 2013

Buying in the U.S. … What About your Canadian Plan?

There is no denying that the United States continues to be a hot spot for many Canadians, and although the housing market crash has begun to recover, prices are still nowhere near where they once were. This coupled with the strength of our Canadian dollar means one thing; it’s a wonderful time to be Canadian. Although, [...]

24 04, 2013

“Taxpayer Relief” could be Short-Lived

In my last update, I wrote about the American Taxpayer Relief Act, the eleventh-hour Fiscal Cliff compromise legislation, which narrowly avoided the return of U.S. estate tax for owners of US properties dying with a global estate worth more than $1 million. It was great news, especially for Canadian Snowbirds and real estate investors looking to [...]

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Owning U.S Property – The Canadian Way, 3rd Edition by David A. Altro

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Americans Living In Canada – Smile, The Irs Is Watching You By David A. Altro And Jonah Z. Spiegelman

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