Cross-border financial planning | Investment Executive https://www.investmentexecutive.com/tag/cross-border-financial-planning/ Canada's news source for financial professionals Mon, 12 Jan 2026 11:46:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Cross-border financial planning | Investment Executive https://www.investmentexecutive.com/tag/cross-border-financial-planning/ 32 32 Personal tax items to consider for clients in 2026 https://www.investmentexecutive.com/news/industry-news/personal-tax-items-to-consider-for-clients-in-2026/ Mon, 12 Jan 2026 09:00:39 +0000 https://www.investmentexecutive.com/?p=528983 From perennial opportunities to new developments, here are tax highlights for the new year

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]]> Early birds can begin filing their taxes in the U.S. on Jan. 26 this year https://www.investmentexecutive.com/news/early-birds-can-begin-filing-their-taxes-in-the-u-s-on-jan-26-this-year/ Thu, 08 Jan 2026 20:20:43 +0000 https://www.investmentexecutive.com/?p=528923 A National Taxpayer Advocate report to Congress warned that the 2026 season could be rocky

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]]> U.S. elimination of WEP is good news for cross-border pensioners https://www.investmentexecutive.com/news/industry-news/u-s-elimination-of-wep-is-good-news-for-cross-border-pensioners/ Fri, 10 Jan 2025 21:51:37 +0000 https://www.investmentexecutive.com/?p=500027 Eligible Canadians with a U.S. work history will get their social security benefits restored

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]]> Cardinal Point teams with Gavin Hockey Wealth Specialists https://www.investmentexecutive.com/news/industry-news/cardinal-point-teams-with-gavin-hockey-wealth-specialists/ Thu, 16 May 2024 17:31:44 +0000 https://www.investmentexecutive.com/?p=485991 Combined firm will serve about 200 current and retired pro hockey players

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]]> U.S. Supreme Court rules in taxpayer’s favour on FBAR issue https://www.investmentexecutive.com/news/industry-news/u-s-supreme-court-rules-in-taxpayers-favour-on-fbar-issue/ Tue, 28 Feb 2023 20:41:20 +0000 https://www.investmentexecutive.com/?p=461216 The taxpayer's penalty for filing foreign account forms late was reduced to $50,000 from $2.72 million

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]]> Making the most of an RRSP/RRIF when moving to the U.S. https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/making-the-most-of-an-rrsp-rrif-when-moving-to-the-u-s/ Mon, 21 Nov 2022 05:21:00 +0000 https://www.investmentexecutive.com/?p=455490 In many cases, doing nothing is the best option

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]]> Hedged or unhedged? An important question for investors https://www.investmentexecutive.com/newspaper_/focus-on-products/hedged-or-unhedged-an-important-question-for-investors/ Mon, 21 Nov 2022 05:09:00 +0000 https://www.investmentexecutive.com/?p=455489 Funds that employ currency hedging have lagged this year

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]]> How the Democrats’ proposed tax policy could affect cross-border clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/how-the-democrats-proposed-tax-policy-could-affect-cross-border-clients/ Fri, 09 Oct 2020 04:08:00 +0000 https://www.investmentexecutive.com/?p=408323 Biden wants to make the wealthy and corporations pay more

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]]> Tax compliance for clients with U.S. property https://www.investmentexecutive.com/inside-track_/jamie-golombek/tax-compliance-for-clients-with-u-s-property/ Fri, 31 Jul 2020 20:00:47 +0000 https://www.investmentexecutive.com/?p=404841 The CRA has taken an interest in U.S. real estate transactions

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]]> What’s new about the U.S. estate tax https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/whats-new-about-the-u-s-estate-tax/ Fri, 01 Nov 2019 04:11:00 +0000 https://www.investmentexecutive.com/?p=389909 The exemption threshold has doubled, but paperwork is still required

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