MOVING TO THE U.S. FROM CANADA
Coordinating a move to the U.S. from Canada without a financial transition plan can lead to adverse tax consequences and missed financial planning opportunities.
Moving to the U.S. from Canada requires thoughtful financial planning strategies that address departure taxes, transitioning assets and investment interests across the border, managing Canadian dollar investment accounts while tax managing them based on the U.S. tax rules, as well as creating a cross-border estate plan. Cardinal Point helps coordinate the financial transition across the border and then continues to oversee the relationship when the move is complete. We focus on assisting clients in the following areas: