Don’t Lose the Split: Why 401k Withdrawals Qualify for Pension Splitting in Canada – But IRA Withdrawals Don’t
For Canadians who have lived or worked in the United States, US-based retirement accounts such as 401k’s and IRAs often […]
Do I Have a Permanent Establishment in the US?
Canadian entrepreneurs often ask a critical question when they begin working in the United States: “Do I have a permanent
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Why Cross-Border Financial Planning Matters: Protect Your Wealth Across the US and Canada
In an increasingly mobile world, many professionals, retirees and business owners are living lives across borders. If you’re a US
When Financial Planning Advice to US Residents Becomes Unlawful Investment Advice
In an increasingly globalized financial services market, it is common for Canadian financial planners to work with clients who spend
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Obtaining US Healthcare: Navigating an Unfamiliar Territory for Canadians
Obtaining US Healthcare: Navigating an Unfamiliar Territory for Canadians For Canadians accustomed to a publicly funded and universally accessible healthcare
Obtaining US Healthcare: Navigating an Unfamiliar Territory for Canadians Read Post »
Cross Border Taxation of Pensions and Annuities: Understanding US, Canadian & Treaty Treatment
Pension and annuity income often form the cornerstone of retirement planning. For individuals with financial ties to both Canada and
Cross Border Taxation of Dividends: Navigating US, Canadian, and Treaty Rules
For individuals and businesses operating across the Canada-US border, the tax treatment of dividend income can be particularly complex. Not
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Cross Border Taxation of Capital Gains: US, Canadian, and Treaty Considerations
Capital gains taxation can be straightforward in a purely domestic context, but for individuals with financial ties to both Canada
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Treaty-Based Elimination of Double Taxation
For individuals and businesses navigating financial and tax obligations in both Canada and the United States, the risk of double
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Why Active Management is an Obsolete Investing Solution in the Age of Indexing
In the ever-evolving landscape of personal finance and investment management, one principle has emerged with compelling clarity over recent decades:
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To PFIC or not to PFIC: The Complex Reality of US Citizens Investing in Canada
For US citizens residing in Canada or maintaining cross border investment portfolios, few tax issues are as misunderstood, or as
To PFIC or not to PFIC: The Complex Reality of US Citizens Investing in Canada Read Post »