News and resources for Canada's top financial advisors
Est. 1998
Industry
Changes to the rules are likely because of a new bill that drastically enhances U.S. border agents' powers.
By Mirelle Vitale |April 11, 2017
5 min read
Planning and Advice
We answer this and other questions your clients might have.
By Melissa Shin |February 3, 2017
Tax News
What happens when the foreign tax credit is denied
By Jamie Golombek |January 27, 2017
4 min read
Due to political and economic uncertainty, Americans and Britains are looking for second passports in attractive global regions.
By Staff |November 15, 2016
2 min read
Scrapping FATCA and eliminating citizenship-based taxation are also on the table.
By Jessica Bruno |October 18, 2016
7 min read
In the increasingly unlikely event that Donald Trump wins, he could make life difficult for Canadians with U.S. ties.
By Melissa Shin |October 12, 2016
6 min read
Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.
By Staff |April 6, 2016
1 min read
Here are some tips for keeping cross-border clients on track.
By Staff |February 3, 2016
In 2015, Advisor to Client continued to grow to meet your needs and help you serve your clients.
By Staff |December 22, 2015
Your clients with U.S. citizenship will need to be more vigilant about filing U.S. taxes.
By Staff |December 16, 2015
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.