Keyword: Cross-border financial planning

68 results found

Clients who hold U.S. citizenship may be unaware of certain tax consequences, says BMO tax expert.

Americans in Canada facing Obamacare surtax

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.

An extra hit on investment income for Americans, including those living abroad, could be a real source of financial pain

Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted

  • By: Megan Harman
  • September 20, 2012 September 20, 2012
  • 07:00

U.S. taxpayers, including one million living in Canada, will have to file tax returns with the IRS for the last three years

Faced with a job opportunity in Houston, Tom and his wife, Sarah, should examine the implications that a move to the U.S. would have in the short, middle, and long term, as they plan to return to Canada upon retirement

With more clients heading for the sun, make sure you don’t execute orders that could run afoul of foreign securities laws

  • By: Jade Hemeon
  • January 20, 2012 October 30, 2019
  • 15:10

IRS likely to show some leniency, ambassador says

IRS tactics causing stress and fear among Canadians with dual U.S. citizenship

U.S. donors of Canadian land get encouragement from Ottawa

  • By: IE Staff
  • October 31, 2010 October 31, 2019
  • 12:00