Tax implications of moving investments to Canada – Expat Tax Podcast

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Transferring investments to Canada
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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.

Feel free to reach out via email at phil@philhogan.com or by phone or text here 250-661-9417.




Note: apologies for the quality of the audio. Half of the podcast was recorded in my car. Subsequent recordings will be much more clear.

On episode #3 of the Expat Tax and Financial Planning Podcast we discuss some of the tax issues related to moving investments from the US to Canada.

Moving investments from the US to Canada does require some planning and a deep understanding of cross-border tax rules including the integration of the US-Canada income tax treaty.

In this podcast we discuss briefly how the cost basis of your investments are adjusted for Canadian purposes when you move to Canada.

We use specific examples to illustrate how these cost basis adjustments can affect your tax filings and some potential planning ideas to review before moving investments.

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