The American’s Guide to Moving to Canada (2026)
Curated by Lucas Wennersten, CFP® (US & Canada), CFA · Updated June 2026 Important note. This guide provides general information for Americans considering […]
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The US Exit Tax When You Renounce: The Real Math at $5M+
The Seven Figures, Two Countries Series — Post 3 of 4 The US Exit Tax When You Renounce: The Real
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Seven Figures, Two Countries: A Cross-Border Wealth Series for $5M+ Canada-US Families
Seven Figures, Two Countries: A Cross-Border Wealth Series for $5M+ Canada-US Families By Lucas Wennersten, CFP® (US & Canada), CFA
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T1135 Foreign Reporting: The Form That Can Cost More Than the Tax
T1135 Foreign Reporting: The Form That Can Cost More Than the Tax By Lucas Wennersten, CFP® (US & Canada),
Concentrated Stock When You Move to Canada: The $5M Diversification Problem
Concentrated Stock When You Move to Canada: The $5M Diversification Problem By Lucas Wennersten, CFP® (US & Canada), CFA
Cross-Border Charitable Giving: A Guide for Wealthy Canada-US Families
Cross-Border Charitable Giving: A Guide for Wealthy Canada-US Families By Lucas Wennersten, CFP® (US & Canada), CFA · 8-minute
The $15M Estate Tax Exemption Under the Big Beautiful Bill: What It Means for US Citizens in Canada
The $15M Estate Tax Exemption Under the Big Beautiful Bill: What It Means for US Citizens in Canada By :
Roth IRA for Canadians: How to Keep Your Account Tax-Free After Moving North
DISCLAIMER: This article provides general educational information about US and Canadian retirement account rules and the Canada-US Tax Treaty. It
Inheritance Tax in Canada: There Isn’t One (But There’s Something Else)
DISCLAIMER: This article provides general educational information about Canadian and US estate tax rules. It is not legal, tax, accounting,
Estate Planning for Mixed-Citizenship Couples: When One Spouse Is a US Citizen and the Other Is Canadian
Estate Planning for Mixed-Citizenship Couples: When One Spouse Is a US Citizen and the Other Is Canadian By Lucas
