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Canada-U.S. Financial Planning Articles

Canada-U.S. Financial Planning Articles

Residents of Canada: What are the Canadian and U.S. Tax Ramifications of being forced to liquidate a U.S. retirement account.
Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account.
Moving From Canada to the United States: What You Need to Know
Thinking About Moving to Canada? What You Need to Know
Moving to a Green Card Calls for Financial Planning
Canada & U.S. Education Savings Options
Options for your CAD Non-registered assets when moving to and/or living in the U.S
Possible Tax Changes for Snowbirds
U.S. Tax on Canadian Rental Property
Am I a U.S. tax resident?
Terry Ritchie, U.S. Expatriation and Your Dual Citizen Clients
Advising same-sex couples with U.S. ties
Cross-Border Concerns for Athletes
U.S. IRAs Can Be a Taxing Issue for Canadian Beneficiaries
Financial Planning for Canadians Moving to the U.S.
FATCA Goes Live
FATCA—Forget About Trusting Canada Again?
O Canada! A Very Brief Primer on Canadian Immigration and Citizenship
Covering Your Assets: Risk Management and Your Cross-Border Move
Same House, Different Tax Rules: Selling a House in Canada
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"Cardinal Point" is the brand under which the dedicated professionals within the independent Cardinal Point Group of Companies collaborate to provide financial and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point comprises three legally separate companies: Cardinal Point Wealth Management, LLC, a U.S. registered investment advisor and Cardinal Point Capital Management Inc., a U.S. registered investment advisor and a registered portfolio manager in Canada and Cardinal Point Wealth Management Inc., a Canadian financial planning firm. Advisory services are only offered to clients or prospective clients where the independent Cardinal Point firms and its representatives are properly licensed or exempt from licensure. Each firm enters into client engagements independently. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.