Tax News

Tax News

Shield insurance proceeds from U.S. estate tax

Trusts are key to avoiding a costly trap

By David A. Altro and Jonah Z. Spiegelman |June 20, 2014

6 min read

Tax News

Get clients ready for FATCA

Reporting requirements kick in July 1

By Terry F. Ritchie |June 20, 2014

6 min read

Industry

Determining market value for RRSP withdrawals

Calculations get tricky when you deregister a security

By Jamie Golombek |June 20, 2014

2 min read

Tax News

IRS gives expats another chance to come clean

If your clients haven’t been paying their American taxes, they have another opportunity to confess to IRS.

By Terry F. Ritchie |June 19, 2014

2 min read

Tax News

U.S. expats can’t avoid cross-border tax

More than 1,000 Americans chose to renounce their citizenships between January and March 31, according to the IRS.

By Jessica Bruno |June 19, 2014

2 min read

Estate Planning

Is that trust resident, or non-resident?

The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.

By Staff |June 17, 2014

3 min read

Estate Planning

What you missed at STEP’s CRA roundtable

If you weren't at this morning's STEP 2014 CRA roundtable on tax, here's what you missed.

By Staff |June 17, 2014

4 min read

Tax News

STEP 2014: Update on U.S. tax exposure

Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are the key takeaways from the morning session on U.S. tax exposure.

By Staff |June 16, 2014

2 min read

Tax News

Client caught in cross-border trap

Rob’s dutifully filed tax returns in Canada and the U.S. But a recent conversation with a friend revealed he’s one of many Americans living in Canada who hasn’t been getting them right due to poor financial advice.

By Dean DiSpalatro |June 16, 2014

6 min read

Industry

Offshore tax rules under the microscope

Apple, Microsoft, Pfizer and Merck are just some of the U.S. companies with a reputation for keeping cash offshore to save on tax.

By Staff |June 13, 2014

1 min read

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