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Keyword: Cross-border financial planning

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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

Closeup of mallet being hit on stacked coins at table in courtroom

Canadian citizens filed US$10 million in false tax refund claims with the IRS

US flag, blue graduation cap and diploma on old books

The case of a Canadian student studying in the U.S. brings to light what happens when CRA officials follow a strict and literal interpretation of the law

canadian and usa flags

The most important consideration in this process is whether a client can use his or her foreign tax credits against other income in the year of transfer

The bill will mark the most far-reaching rewrite of tax law since 1986

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially U.S. citizens and those who own property in the U.S.

U.S. proposed tax changes lead to interest in cross-border migration

Although lower taxes in the U.S. is causing young Canadian entrepreneurs to look south of the border, some Canadians are eager to return home

How the U.S. election outcome may impact your American clients

In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.