Moving from Texas to BC – Tax and Investment Questions Question Hi, I hope this email finds you well. I came across your website while searching for advice on moving from the U.S. to Canada, and I really appreciate all the helpful content you’ve shared. I have a few questions about my specific situation and…
IRS Streamline program, TFSA, RESP, NIIT and much more with Rob Brown and Doug Lawson EP. #27 On episode #27 of Crossing the 49th Podcast, we delve into the IRS Streamline Tax Program and Cross-Border Financial Planning with Experts Rob Brown and Doug Lawson. Extended Summary of the Podcast: Join host Newsglobal and guests…
Make sure to plan before moving to Canada – Ep.22 On episode #22 of Crossing the 49th Podcast we discuss why it’s important to make sure to plan before moving to Canada. 🎙️🇨🇦 Hello, dear readers! In the latest episode of “Crossing the 49”, our host Newsglobal delves into the intricacies of tax and…
Moving to BC, what to do with investments and pending retirement? Key Points Moving to British Columbia requires reviewing your investment strategy to align with Canadian tax laws. Transferring U.S.-based investments to Canadian accounts may trigger capital gains taxes and other implications. Retirement planning should consider the differences in tax treatment between the U.S. and…
How Do I Invest My Inheritance? Question Hi I’ll be receiving an inheritance from my grandfather who lived in Florida. It’s more money than I’ve ever had and I’m not sure how to invest the money. I’ve always been a good saver, but I’ve never had this much money. I’m looking for some guidance on…