Each year, hundreds of thousands of Canadians travel to the United States for work, vacation and shopping. Some believe they are not subject to U.S. immigration law due to the friendly relationship between the two countries. However,Canadians, like other foreign...

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Several changes have been made recently to the Canada -- United States Tax Treaty that impact the growing Expat community in the U.S. The recent changes are referred to as the Fifth Protocol changes. A specific area that has been...

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A client of mine recently made the move from Canada to sunny Los Angeles.When I asked him if he left anything behind in Canada, he answered "just the snow".Well, as it turns out, my client didn't just leave the snow...

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What if you are a Canadian resident who receives US Social Security benefits? Let's take the case of our reverse snowbird Emily, a Canadian citizen who has been living and working in the US for the last 30 years and...

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So your favorite Uncle Sam died in California and he named you as the beneficiary of his traditional IRA. You are a Canadian resident and the only time you spend in the United States is two weeks a year in...

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A while back, we published a newsletter on deducting 401(K) contributions for purposes of Canadian taxation. Now we turn our attention to whether or not contributions to an RRSP are deductible for purposes of US taxation. Praneil is a dual...

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Author:  Don't Just Retire -- Live It, Love It! All of us were meant to be happy and successful.  Life is more than a two-week vacation once a year.  It is, and can be, exactly what you want it to...

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Canada's public pension program is an important income source for Canadians and Canadian expats. Notably, it supports a modest level of income for those who are eligible. The two-part program is comprised of Old Age Security (OAS) and the Canadian...

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We recently received a call from a client in Canada who invested in a California LLC and was issued a K-1 from the LLC. Our client is a Canadian resident and citizen only, is not a green card holder or...

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When moving between Canada and the USA, there are common challenges that individuals often face. Aside from the practical aspects of the move, there are also tax and financial considerations to assess. In particular, you may have accumulated savings in...

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The United States has long been a haven for retirees.  For some Canadians, 6 months in the US and 6 months outside of the US is a perfect mix.  For others, the goal is to move permanently to the US for the retirement years.  Unfortunately, US immigration laws often do not...

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