News and resources for Canada's top financial advisors
On July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) came into force. The goal: prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside U.S.
By Terry F. Ritchie | June 19, 2015
4 min read
Now that Republicans have control of the Senate, things may change.
By Terry F. Ritchie | November 6, 2014
3 min read
Beware these tax challenges
By Terry F. Ritchie | October 14, 2014
8 min read
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
By Terry F. Ritchie | July 25, 2014
Reporting requirements kick in July 1
By Terry F. Ritchie | June 20, 2014
6 min read
If your clients haven’t been paying their American taxes, they have another opportunity to confess to IRS.
By Terry F. Ritchie | June 19, 2014
2 min read
A bypass trust lets you pass assets from one person to another while avoiding taxation.
By Terry F. Ritchie | November 20, 2013
Ted Cruz has just become a famous Canadian -- he’s about to do something few choose to do.
By Terry F. Ritchie | August 23, 2013
The U.S. wants Canadian snowbirds to stay south of the border.
By Terry F. Ritchie | May 15, 2013
5 min read
If you work with dual citizens of Canada and the United States, it’s important to be aware of the unique financial, tax and estate planning issues these clients face. Given the recent tax changes in the United States, these clients and their advisors will need to be ahead of the curve.
By Terry F. Ritchie | February 19, 2013
7 min read
The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.
By Terry F. Ritchie | January 9, 2013
November 28, 2023|4 min read
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Tax & Estate
October 26, 2023|4 min read
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June 20, 2023|3 min read