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Keyword: Cross-border financial planning

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Agreement win-win

Combined firm will serve about 200 current and retired pro hockey players

U.S. Canada flag

The taxpayer's penalty for filing foreign account forms late was reduced to $50,000 from $2.72 million

US Gates are at Pearson Airport in Toronto

In many cases, doing nothing is the best option

Miniature model man looking giant stack of chocolate coins

Funds that employ currency hedging have lagged this year

  • By: Rudy Luukko
  • November 21, 2022 November 21, 2022
  • 00:09
Kamala Harris-Douglas-Emhoff-and-Joe-Biden

Biden wants to make the wealthy and corporations pay more

Miniature House on A Financial Graph

The CRA has taken an interest in U.S. real estate transactions

United States Capitol, Washington DC

The exemption threshold has doubled, but paperwork is still required

canadian and usa flags

It's receiving support from both Democrats and Republicans

lungern village in switzerland

Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their homeland. You can provide information and advice to help these clients navigate the many necessary decisions

canadian and usa flags

Update includes references to state statures