Keyword: Cross-border financial planning

68 results found

Remind clients on how to avoid becoming a U.S. resident for income tax purposes

The revisions to the program are good news for Americans living in Canada

Relief expected for U.S. citizens living in Canada

Canadians who spend extended periods in the U.S. or own U.S. property may find this guide to be a valuable resource when it comes to avoiding the wrong side of the tax authorities

A Toronto couple - he's a U.S. citizen and she's Canadian - must take several crucial steps regarding their tax status. And their choice of retirement locations, whether in Canada or the U.S., will hinge on key financial factors

Ensure they pack a “border kit” and note provincial health-care limitations

Clients who winter in the U.S. may soon be able to stay longer

Acquisition will expand service offerings of both firms for their cross-border clientele

An increasing number of Canadian clients are working or doing business in the U.S. They may face strict U.S. tax requirements

When Heather, a Canadian nurse, marries Jack, an American doctor, she will have a number of loose ends to tie up before she moves to Chicago and gives birth to their child. Three cross-border experts offer their advice