Inheriting an IRA as a Canadian Resident: What Actually Happens
The US Retirement Accounts in Canada Series — companion to Post 4 This article is general educational information about cross-border […]
Does the Cost Base Reset Help Your 401(k) or IRA? No – and Here’s What Does
The US Retirement Accounts in Canada Series This article is general educational information about cross-border tax and retirement accounts. It
RESPs and US Persons: What the IRS Does to Your Education Savings
The US Retirement Accounts in Canada Series This article is general educational information about cross-border tax and Canadian registered accounts.
A Federal Court Just Closed the Door on a Tax Break US Citizens in Canada Were Counting On
This article is for general informational purposes only and does not constitute tax or legal advice. The interaction between U.S.
U.S. Physicians Moving to Canada: The Complete Financial Guide
U.S. Physicians Moving to Canada: The Complete Financial Guide This guide covers general financial, tax, and licensing concepts for U.S.
Snowbird Healthcare Coverage
CANADIAN SNOWBIRD TAX SERIES This article is general educational information about provincial health coverage rules and travel insurance mechanics for
Holding U.S. Property Through a Holdco
CANADIAN SNOWBIRD TAX SERIES By Lucas Wennersten, CFP® (US & Canada), CFA · 12-minute read First, the honest answer: usually,
Article XXIX-B Estate Tax Relief
CANADIAN SNOWBIRD TAX SERIES · PART 4 This article is general educational information about the Canada-US tax treaty and US
Canada-to-Arizona Relocation
CANADIAN SNOWBIRD TAX SERIES This article is general educational information about the tax and residency consequences of relocating from Canada
Form 706-NA for Canadians
CANADIAN SNOWBIRD TAX SERIES This article is general educational information about the US estate tax return for nonresidents. It is
