Canadian society welcomes those from other countries who decide to make a home here. And CRA welcomes them too—as a potential revenue source.
Show your expat clients how you can help minimize their tax bills.
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Subject Line: Cross-border tax tips
As you well know, moving countries comes with a lot of opportunities to live the life you want, but it can also complicate your finances.
Since you’re a resident here, it will soon be time to file your Canadian tax return. Because you still have ties to America [INSERT COUNTRY OF YOUR CHOICE], we need to take this into account to plan an effective tax-minimizing strategy for your return.
I’d like to set up a meeting to discuss some options with you. In the meantime, I’ve collected a few articles on topic for you that lay the groundwork for that conversation:
Let’s talk now about how we’ll handle this year’s taxes with finesse.