Cross-border financial planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 28 Feb 2023 21:16:30 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 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 32 32 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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]]> U.S. congressman introduces residency-based tax bill https://www.investmentexecutive.com/news/industry-news/u-s-congressman-introduces-residency-based-tax-bill/ Fri, 21 Dec 2018 17:45:06 +0000 https://www.investmentexecutive.com/?p=361970 It's receiving support from both Democrats and Republicans

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]]> Destination retirement https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/destination-retirement/ Fri, 09 Nov 2018 05:18:00 +0000 https://www.investmentexecutive.com/?p=358127 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

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]]> IIAC updates guidance on U.S. temporary resident exemptions https://www.investmentexecutive.com/news/industry-news/iiac-updates-guidance-on-u-s-temporary-resident-exemptions/ Mon, 05 Nov 2018 21:45:06 +0000 https://www.investmentexecutive.com/?p=357971 Update includes references to state statures

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]]> Canadian sentenced to U.S. prison for promoting tax fraud scheme https://www.investmentexecutive.com/news/industry-news/canadian-sentenced-to-u-s-prison-for-promoting-tax-fraud-scheme/ Wed, 29 Aug 2018 16:09:14 +0000 https://www.investmentexecutive.com/?p=355089 Canadian citizens filed US$10 million in false tax refund claims with the IRS

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