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Whether you're a US citizen or a non-resident Alien US custodians are required to withhold US tax on payments of IRA and other related pensions to Canadian residents. Under the Canada-US income tax treaty non-residents of the US are liable...
On episode #15 of Crossing the 49th Podcast we discuss some business structures available for Americans living in Canada. We speak a lot to new and established Americans living in Canada that need to assess which business structure is right...
Question Hi Phil, I'm a member of the Facebook page. Maybe you can help me with some planning I'm trying to do for the coming year. I moved to Canada last year and my plan is to remain in Canada permanently....
Question Hi Phil, My name is XXXXX.  Thank you for your emails. I was born in Vancouver, BC in 1955 to UK parents who moved to Washington DC  in 1967 to work. After high school and a BA degree on the East coast,...
Question Hello Phil Thanks for your quick reply. Just to clarify, my intention is to fully retire by 2023 (as in nothing but pension income) and live in the home that my husband and I purchased in Washington   IF  everything goes...
On episode #14 of Crossing the 49th Podcast we discuss the tax implications of Americans living in Canada selling their main home. Given significance of home price increases over the last few years we often help US clients plan for...
On episode #13 of Crossing the 49th Podcast we walk through more cross-border frequently asked questions.   [youtube https://www.youtube.com/watch?v=P6i5Fub6oWo] I made a mistake on my cross-border returns, what should I do? Should I keep my US inheritance in the US? I’m...
On episode #12 of Crossing the 49th Podcast we walk through some frequently asked questions regarding cross-border tax and financial planning. I speak to lots of cross-border clients each week and I've compiled a list of some of the most...
On episode #11 of Crossing the 49th Podcast we discuss how US pensions are taxed in Canada. Many of my client receive pension income from the US whether it be traditional government or private US pensions or registered pension payments...
Question Hi Phil I’m planning to book a consultation with you shortly for my questions below: I inherited a trust last year that I need help with. I think I received bad advice early last year and need to get proper advice...
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