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Should I convert my IRA to a ROTH IRA before moving...

Question I’ll be moving to Ottawa from Boston late this year and I’ve been working through some financial planning with my broker. While doing some...

Late Filing T1135 Under the New VDP Program – US Investments

Question I read your article on Canadian voluntary disclosure and T1135 late filing forms. I wanted to ask about how I would go about filing...

IRA, 401k and US Investments for Canadians (FAQ)

We meet with a lot of clients who are looking for some guidance on how to handle their US investment accounts. Whether they have...

New Postcard Sized 1040 for 2018

The IRS recently announced the new "simplified" 2018 1040 form. The new version of the 1040 replaces the older 1040, 1040-A and 1040-EX forms....

If Bitcoin is a Scam, so is Canadian Real Estate

With the significant price appreciation of Bitcoin and other related cryptocurrencies at the end of 2017, we saw the media and general public question...

Ask your Cross Border Tax Questions Here…

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...

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...

American Selling Property in Victoria BC – Tax Issues

Question I live in XXXXXX, and still a Canadian passport holder, and am a permanent resident of the US. My property on Galiano Island is listed...

2017 US/Canadian Exchange Daily Exchange Rates

Outlined below are the 2017 daily US-Canadian exchange rates for use in doing your taxes or foreign currency calculations. The full list of daily...

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...