Terry Ritchie, cross-border tax and estate planning expert, discusses how Americans living in Canada could be hit by a 3.8% surtax on passive income brought in under recent U.S. health care legislation. He spoke to Rudy Mezzetta, reporter with Investment Executive at the TMX Broadcast Centre in Toronto.
If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Trump is going ahead with previously announced 25% tariffs on automobile imports
Australian PM was harshly critical: "This is not the act of a friend"
Rep lost money alongside clients in unapproved outside investment
Also, Singapore firm releases new underwriting platform
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