Should I convert my IRA to a ROTH IRA before moving to Canada? Question I’ll be moving to Ottawa from Boston late this year and I’ve been working through some financial planning with my broker. While doing some research online I came across your cross border tax articles, specifically the ones outlining IRA conversions. I…
If Bitcoin is a Scam, so is Canadian Real Estate With the significant price appreciation of Bitcoin and other related cryptocurrencies at the end of 2017, we saw the media and general public question the validity, valuation and future of these assets. Being involved in cryptocurrencies myself and advising on the tax implications for clients…
Ask your Cross Border Tax Questions Here… I’ve started this post to help those having trouble answering their Canada-US cross border expat tax and financial planning questions. Please leave your question in the comments and we’ll do our best to help answer. Also don’t forget to keep current on cross border tax and financial planning…
Canadian Non-Resident Tax Guide As a non-resident of Canada you are liable for tax and reporting for income earned from Canadian sources. This guide will walk you through the rules and regulations related to each type of Canadian source non-resident income. Non-Resident Withholding Taxes Non-residents of Canada are subject to withholding taxes on certain types…
American Moving to Canada – I Need Help! Question Hi there I’ve finished my paperwork with my immigration lawyer and we’ll be making the move up to Victoria in early 2018. She told me to ensure I got the advice of an international tax expert to sort out any tax issues I’ll be facing and…
ROTH IRA for Canadians and Newcomers to Canada This post was created to give some information, perspective and strategies to those Canadian residents that currently hold ROTH IRA accounts either within the US or in Canada (through a designated Canadian broker able to manage US assets). If you need help moving your IRA to Canada…
Frequently asked cross border tax and financial planning questions He get a significant amount of questions on the site. Unfortunately we are not able to answer everyone’s request. Make sure to also post your questions on our cross border tax and financial planning forum. We have many professionals available to help answer current queries. We’ve…