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Should I Convert My IRA to a ROTH IRA before Moving...

Question Hi Phil I stumbled across another of your articles and you may be the guy to help me with my ROTH IRA question. My wife and...

Disney Enjoying Increased Revenue amid Potential Fox Deal

While Disney’s fiscal second-quarter earnings and revenue were stronger than expected, the company’s long-term outlook may ultimately depend on its highly-anticipated video streaming service...

Startup “Sarwa” Bringing Innovation to Investment Planning

The idea for Sarwa – a new low-cost wealth management firm which uses computer-generated algorithms – came to its co-owners after seeing numerous associates...

Manitoba Investment Adviser Fined $485K for Stealing Wife’s Funds

Gennaro Scerbo, a former investment adviser who worked for a branch of RBC Dominion Securities in Winnipeg, has been fined $485,000 – the largest...

Podcast Episode #1 – Moving your IRA to Canada

Episode #1 - Moving your IRA to Canada - Cross Border Tax and Financial Planning Podcast In this episode we discuss your options related to...

Canadian Non-Resident Tax Guide

As a non-resident of Canada you are liable for tax and reporting for income earned from Canadian sources. This guide will walk you through...

Earning Bitcoin and Ether from the US – Canadian Consultant

Question Hi I run a consulting practice in Vancouver and I have a few US clients. Once of my US clients pays me in Bitcoin and...

How Do I Invest My Inheritance?

Question Hi I'll be receiving an inheritance from my grandfather who lived in Florida. It's more money than I've ever had and I'm not sure how...

Red Pulse ICO – Invested and Moved to Exchange for Sale

Question Hi I see you've helped others with crypto tax issues, hopefully you can help me with my question. I recently invested in the new Red Pulse...

Federal and Provincial Governments May Split Marijuana Tax Revenue

This week, Prime Minister Justin Trudeau discussed new plans for a potential excise tax on the legal sale of recreational marijuana, the latter of...

Best Canadian Cities to Live In – 2018

Quality of life and standards of living in Canada are based on a variety of factors, including cost of living, employment, education, health, and...

American Moving to Canada – I Need Help!

Question Hi there I've finished my paperwork with my immigration lawyer and we'll be making the move up to Victoria in early 2018. She told me...

Do I Need to Report my Bitcoins on my FBAR Forms?

Question I actually live in Canada but I'm also an American that files US tax returns and FBARs each year. I have some bitcoins and...

US Doctor in Canada with Late US Tax Returns?

Question Hi Mr. Hogan I'm a Radiologist that moved to Victoria over 5 years ago with my family. Both my husband and 2 kids have US...

How to Do Business in the US – Frequently Asked Questions

We work with hundreds of clients a year that operate their businesses across borders. Canadian clients that are thinking of expanding their business operations...