News and resources for Canada's top financial advisors
Est. 1998
Tax News
Your clients with U.S. citizenship will need to be more vigilant about filing U.S. taxes.
By Staff |December 16, 2015
1 min read
Clients fretting over FATCA? Not to worry: The IRS has put together an idiot-proof YouTube video series that walks viewers through the quirks of the agency’s byzantine forms.
By Staff |December 10, 2015
Ultra high-net worth clients could face increased IRS scrutiny.
By Staff |November 25, 2015
Market Insights
Don’t assume all Canadian mutual funds fall into the PFIC trap
By Max Reed |October 16, 2015
4 min read
Industry
Happy Friday, everyone.
By Philip Porado |September 4, 2015
3 min read
There's a record number of Americans in Canada, and many are considering cutting their U.S. ties. Here's how to help these clients plan tax-efficiently.
June 22, 2015
When the IRS discovers someone’s non-compliant, it sends a notice.
By Dean DiSpalatro |May 8, 2015
6 min read
Two disclosure programs will reduce penalties
By David A. Altro |March 20, 2015
RBC GAM's now offering PFIC Annual Information Statements for 2014.
By Staff |March 9, 2015
Estate Planning
Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).
By James Dolan |February 3, 2015
2 min read
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