Tax News

Tax News

Lunchtime takeaway: When U.S. tax matters

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 8, 2012

1 min read

Industry

IFIC seeks changes to FATCA

The Investment Funds Institute of Canada has asked the U.S. Department of Treasury and Internal Revenue Service for changes to the proposed Foreign Account Tax Compliance Act (FATCA).

By Staff |May 4, 2012

2 min read

Tax News

Good news for clients with 401(k)

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By Jacqueline Power |April 25, 2012

3 min read

Industry

Ask clients about cross-border activities

As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.

By Lisa MacColl |April 18, 2012

5 min read

Proposed U.S. immigration reforms could impact older clients

Recently, several advisors and clients have asked us about the so-called snowbird visa being proposed in the U.S. A cross-border financial-planning firm has been strongly encouraging Canadian snowbirds to contact U.S. senators, congresspeople and sponsors of this bill to push the proposed legislation forward.

5 min read

Will the Buffett Rule pass?

U.S. President Barack Obama has made the case that whoever wins the upcoming election will face an economy still recovering from the “worst economic calamity since the Great Depression” and many Americans will still be looking for jobs and lacking financial security.

April 10, 2012

2 min read

Tax News

Lunchtime takeaway: When U.S. tax matters

IFIC seeks changes to FATCA

Good news for clients with 401(k)

Ask clients about cross-border activities

Tax cheats beware

Taxpayer gets second chance

Trust residence ruling upheld

Proposed U.S. immigration reforms could impact older clients

Will the Buffett Rule pass?

When tax is a piece of cake