News and resources for Canada's top financial advisors
Est. 1998
Tax News
Breaking down estate tax and capital gains for cross-border clients
By David A. Altro | May 26, 2021
4 min read
Advisor's Edge
What Canadian snowbirds need to know
By David A. Altro | October 15, 2018
Life is even more challenging for many U.S. citizens in Canada who operate businesses
By David A. Altro | July 11, 2018
3 min read
New rules target delinquent taxpayers
By David A. Altro | June 24, 2016
Make sure to keep up with your U.S. taxes — the IRS can now revoke American passports if you don't pay up.
By David A. Altro | June 17, 2016
Industry
Be wary of these 4 surprising situations
By David A. Altro | December 11, 2015
Tax
If you qualify as a U.S. person, you may be required to file a special tax form.
By David A. Altro | December 4, 2015
If you’ve only recently found out you or your spouse are considered a U.S. taxpayer, you may have failed to report income and pay tax.
By David A. Altro | March 29, 2015
5 min read
Two disclosure programs will reduce penalties
By David A. Altro | March 20, 2015
6 min read
Investing
For Canadians with U.S. property, a limited liability company (LLC) can cause major headaches due to the U.S.’s foreign reporting requirements.
By David A. Altro | February 4, 2015
Limited partnerships are the best option
By David A. Altro | January 23, 2015
Planning and Advice
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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