Canadians headed south of the border need to take .S. tax and estate issues into account
The proposed rule erects a barrier between the Canadian mutual fund industry and its Canadian clients, especially snowbirds
With more clients heading for the sun, make sure you don’t execute orders that could run afoul of foreign securities laws
Fewer retirees becoming snowbirds
Tips for your snowbird clients
Departing Canadians can keep RRSPs in Canada, but U.S. authorities will not consider gains as being tax-exempt
Prices are down by as much as 40% in Florida, but Canadian buyers must be aware of tax, estate and other implications
New requirement for passports effective this month; trend toward electronic tracking will tighten control over length of stay
Regulatory changes coming into effect next year will affect some individuals and businesses with cross-border policies
Each state has its own rules, and these can vary significantly