Keyword: Cross-border financial planning

69 results found

Departing Canadians can keep RRSPs in Canada, but U.S. authorities will not consider gains as being tax-exempt

U.S. citizens must file a U.S. tax return every year, no matter where they live

Prices are down by as much as 40% in Florida, but Canadian buyers must be aware of tax, estate and other implications

Rules have had a chilling effect

New requirement for passports effective this month; trend toward electronic tracking will tighten control over length of stay

Advisors who can counsel their clients on these complex issues have the opportunity to deepen the relationship

U.S. citizens are required to file a U.S. tax return every year, even if they don’t live or work in the U.S. That means Americans who live in Canada must file two tax returns each year — one for Canada, one for the U.S. — no matter how long they’ve been here. In order to […]

U.S. estate taxes in flux, author tells CIFPs conference

  • By: Regan Ray
  • May 5, 2008 December 14, 2017
  • 12:50

CIFPs elects new board members in advance of Orlando event

  • By: Regan Ray
  • May 4, 2008 December 14, 2017
  • 10:08