Blog Archives

Things You May Not Know Are Taxable Income In The US

Contributed by Brad Reichert, CFA, CFP, CHC, CLU  With spring officially upon us and tax season in full swing, our Tax team has been working diligently to prepare our client tax returns accurately and completely, to meet the fast-approaching filing

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Posted in Cross-Border Blog

“For many, 60 Really is the New 30”

Contributed by Brad L. Reichert, CFA, CFP™, CFC, CLU  As part of the substantial continuing education requirements we are each required to complete for our various professional designations each year, I recently enrolled in a very interesting online/self-study course that examines

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Posted in Cross-Border Blog
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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