Cross-border financial planning – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 10 Jan 2025 22:07:11 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Cross-border financial planning – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 U.S. elimination of WEP is good news for cross-border pensioners https://uat-phoenix.investmentexecutive.com/news/u-s-elimination-of-wep-is-good-news-for-cross-border-pensioners/ Fri, 10 Jan 2025 21:51:37 +0000 https://www.investmentexecutive.com/?p=500027 Cardinal Point teams with Gavin Hockey Wealth Specialists https://uat-phoenix.investmentexecutive.com/news/cardinal-point-teams-with-gavin-hockey-wealth-specialists/ Thu, 16 May 2024 17:31:44 +0000 https://www.investmentexecutive.com/?p=485991 U.S. Supreme Court rules in taxpayer’s favour on FBAR issue https://uat-phoenix.investmentexecutive.com/news/u-s-supreme-court-rules-in-taxpayers-favour-on-fbar-issue/ Tue, 28 Feb 2023 20:41:20 +0000 https://www.investmentexecutive.com/?p=461216 Making the most of an RRSP/RRIF when moving to the U.S. https://uat-phoenix.investmentexecutive.com/newspaper_/making-the-most-of-an-rrsp-rrif-when-moving-to-the-u-s/ Mon, 21 Nov 2022 05:21:00 +0000 https://www.investmentexecutive.com/?p=455490 Hedged or unhedged? An important question for investors https://uat-phoenix.investmentexecutive.com/newspaper_/hedged-or-unhedged-an-important-question-for-investors/ Mon, 21 Nov 2022 05:09:00 +0000 https://www.investmentexecutive.com/?p=455489 How the Democrats’ proposed tax policy could affect cross-border clients https://uat-phoenix.investmentexecutive.com/newspaper_/how-the-democrats-proposed-tax-policy-could-affect-cross-border-clients/ Fri, 09 Oct 2020 04:08:00 +0000 https://www.investmentexecutive.com/?p=408323 Tax compliance for clients with U.S. property https://uat-phoenix.investmentexecutive.com/inside-track_/tax-compliance-for-clients-with-u-s-property/ Fri, 31 Jul 2020 20:00:47 +0000 https://www.investmentexecutive.com/?p=404841 What’s new about the U.S. estate tax https://uat-phoenix.investmentexecutive.com/newspaper_/whats-new-about-the-u-s-estate-tax/ Fri, 01 Nov 2019 04:11:00 +0000 https://www.investmentexecutive.com/?p=389909 U.S. congressman introduces residency-based tax bill https://uat-phoenix.investmentexecutive.com/news/u-s-congressman-introduces-residency-based-tax-bill/ Fri, 21 Dec 2018 17:45:06 +0000 https://www.investmentexecutive.com/?p=361970 Destination retirement https://uat-phoenix.investmentexecutive.com/newspaper_/destination-retirement/ Fri, 09 Nov 2018 05:18:00 +0000 https://www.investmentexecutive.com/?p=358127