Our Publications

SECTION 2801 AND THE NEW FORM 708 – HOW THE IRS WILL NOW BE SCRUTINIZING US EXPATS AND THEIR FAMILIES

SECTION 2801 AND THE NEW FORM 708 - HOW THE IRS WILL NOW BE SCRUTINIZING US EXPATS AND THEIR FAMILIES Avi Guttman / February 27th 2026   Canada is home to well over one million US citizens, as well as many US Green Card holders. For varying reasons, many such dual...

New rules replace the GILTI — applicable 2026

New U.S. Regulations for Controlled Foreign Corporation Income Bradley R. Thompson / January 3rd 2026   President Trump's Tax Cuts and Jobs Act in 2017 was the largest tax reform in the United States since 1986. Part of this...

U.S. Estate Tax Planning for Canadians Under the One Big Beautiful Bill Act

U.S. Estate Tax Planning for Canadians Under the One Big Beautiful Bill Act Yana Timokhova / August 05, 2025The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning...

New registration affecting Canadian snowbirds in U.S.

New registration affecting Canadian snowbirds in U.S. David A. Altro, with Alexia Gezink/May 8, 2025There have been several changes in US immigration policy under the new Trump administration, including changes to filing and registrations that affect Canadian...

Considerations for Snowbirds who are selling

Considerations for Snowbirds who are selling David A. Altro, with Alexia Gezink/April 14, 2024Due to a shift in political climate and legislation in the U.S., a large portion of inquiries to our firm as of late are clients who have decided to sell their second home in...

New Executive Order on Alien Registration: Key Changes

New Executive Order on Alien Registration: Key Changes Yana Timokhova / March 21, 2025On January 20, 2025, President Trump issued Executive Order 14159, Protecting the American People Against Invasion. This directive requires all non-U.S. citizens (aliens) to comply...

Update on Beneficial Ownership Information Reporting

Update on Beneficial Ownership Information Reporting Yana Timokhova / January 16, 2025The Corporate Transparency Act (CTA) requires most businesses, including Canadian entities registered in the U.S., to file a Beneficial Ownership Information Report (BOIR) with the...

Beneficial Ownership Information Report

Cross Border BOIR Compliance for U.S. & Canadian Businesses. Professional legal guidance to stay ahead of regulations.

Canadian Owning U.S. Property

Expert advice on US corporate structures for Canadians owning US properties. Optimize your investments with our guidance.

US Expatriation

Eric Miller / October 16, 2022The US is the only country other than Eritrea that taxes its citizens on their income regardless of their residence. Whether they know it or not, American citizens living abroad, their families, descendants, and the corporations they...
US Expatriation

US Expatriation

Eric Miller / October 16, 2022The US is the only country other than Eritrea that taxes its citizens on their income regardless of their residence. Whether they know it or not, American citizens living abroad, their families, descendants, and the corporations they...

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Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario

Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario

Zaina KottisJuly 19, 2021 Please note that the content below is only applicable in the province of Ontario. Historically, in Ontario, according to the Succession Law Reform Act, subject to limited exceptions (such as holograph Wills, which are Wills made entirely in...

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Potential US Tax Changes Canadians Should Keep Their Eye On

Potential US Tax Changes Canadians Should Keep Their Eye On

We are now six months into a US government with a Democratic presidency and both houses of Congress. The expectation has been that there would be significant tax changes, possibly reversing some of the changes made under President Trump's administration. In President...

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What U.S. tax proposals mean for Canadians

What U.S. tax proposals mean for Canadians

David A. Altro Special to the Advisor's Edge May 26, 2021 We are very pleased to share that partner David A. Altro was asked to prepare a special for The Advisor's Edge, which was published on May 26, 2021. His article is titled "What U.S. tax proposals mean for...

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