As families live and invest across borders, many people are surprised to learn how differently Canada and the United States handle taxes when someone passes away. Read More

If you’re a Canadian with ties to the United States, whether through work, investments, property, or family, your taxes don’t stop at the border. Understanding how cross-border taxation works is crucial to protecting your money and staying on the right side of both tax authorities. Read More

Thinking of moving to the U.S.? Don’t forget about Canada’s departure tax – it can cost you thousands if you don’t plan ahead. Read More

Selling a business is one of the biggest financial decisions an entrepreneur can make. Beyond negotiating the right price, business owners need to carefully consider how the sale will be structured, since taxes can drastically affect how much money you actually keep. Read More

Estate planning is about more than just deciding who will inherit your assets. In Canada, when someone passes away, the Canada Revenue Agency (CRA) treats their assets as if they were sold at fair market value the day before death. This is called a “deemed disposition”, which can create a significant tax bill for your surviving loved ones if your assets have appreciated over time. Read More