Each year I help over 500 clients file their Canadian and US tax returns as well as plan for both their Canadian and US investment accounts. I also regularly help new US clients plan for their move to Canada.
I’ve started this post to help those having trouble answering their Canada-US cross border expat tax and financial planning questions. Please leave your question in the comments and we’ll do our best to help answer.
Also don’t forget to keep current on cross border tax and financial planning matters by signing up for our cross border newsletter.
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Likely question categories will include:
- cross border tax questions
- compliance and foreign reporting
- late US tax returns
- questions about holding US investments as a Canadian resident e.g. 401k, IRA, ROTH IRA, etc.
- moving to Canada
- moving to the US
- non-resident tax issues
- CRA or IRS dispute resolution issues
I look forward to your questions and please don’t hesitate to help answer anything below if you feel like you can contribute.