Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

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  • About Us
    • Our Story
    • Our Team
    • Our Clients
    • Legal and Compliance
    • Part 3 Form CRS
    • Relationship Disclosure Information
  • What We Do
    • Investment Management
    • Wealth Planning
    • Tax Planning and Preparation
    • Private Wealth Services-U.S.
    • Private Wealth Services-Canada
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • Business Management for Athletes
  • Cross-Border Services
    • Cross Border Wealth Management, Financial and Tax Planning Advisor
    • U.S. citizens living in Canada
    • Moving to Canada from the U.S.
    • Canadians Living in the U.S.
    • Moving to the U.S. from Canada
    • Expatriates Living Abroad
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Canada USA Cross Border Tax Planning

Canada USA Cross Border Tax Planning Articles

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Ebook: Am I a U.S. Tax Resident?
Am I a U.S. Tax Resident?U.S. tax residency rulesU.S. taxation on their worldwide income
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Does Canada have a Tax Treaty with the US?
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Cross-Border Implications of Holding a 529 Plan
529 planCanadian trust filingsKiddie TaxTax Cuts & Jobs Act
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Cross Border Retirement Income: Canada Pension Plans, Canadian Old Age Security, U.S. Social Security and the Windfall Elimination Provision
Canada Pension PlansCanadian Old Age SecurityCross Border Retirement IncomeU.S. Social SecurityWindfall Elimination Provision
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How a U.S. resident can receive tax-free alimony from a Canadian
canada us cross border taxcanada us tax planningCross-border tax planningtax-free alimony from a Canadian
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How California Taxes a Canadian Trust
California Taxes a Canadian TrustCalifornia taxes their RRSPsCalifornia’s taxation of a trustCanadians in California
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Terry Ritchie featured in The Globe and Mail, Buying a Dream Home
Americans living Canadacanada us cross border taxCanadians living in U.S.Cross-border tax planning
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Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions
401k401k contributionscanadian expat taxCanadian tax-deferred accountscross border tax filingCross-Border Taxesretirement planningrrspRRSP ContributionsTax Deductions
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Cross-Border Spouses: Beware of U.S. Gift-Tax Surprises
California community-property rulesgift taxU.S. gift-tax rulesU.S. tax residents
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Moving to a Green Card Calls for Financial Planning
green-cardImmigrationL1-visa
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Canadians Living in California, California Tax Filing with a Canadian Spouse
California Tax Filing with a Canadian Spouse - Cardinal Point Wealth ManagementCanada-U.S. financial planningCanadian SnowbirdsCanadians Living in CaliforniaCanadians living in U.S.Canadians Moving to U.S.
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Canadians Beware of California Community Property Rules
California community-property rulesCalifornia domicile determinationCross-border tax planning
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Canadian Tax Filers: Report Your Foreign Property Annually—Or Else
Canadian Tax Filerscanadian tax filingcra tax filingcross-border financial planningCross-border tax planningforeign propertyforeign property taxSpecified Foreign Financial Assets
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Estate Planning: Uncle Sam’s Nasty Surprise for Non-U.S. Citizen Spouses
canada us tax planningCanada-U.S. tax treatycanadian expat taxgift-tax liabilityNon-U.S. Citizen Spousesnon-U.S. citizen taxQDOT deferral
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Americans Exiting Canada: Understanding the Five-Year Deemed Disposition Rule
Americans Exiting CanadaCanada-U.S. cross-border financial advisorCanadian exit taxCanadian five-year tax ruleexit taxFive-Year Deemed Disposition Rule
Americans in Canada: Investment Basics
Americans living in CanadaRegistered Education Savings PlansRegistered Retirement Income FundRegistered Retirement Savings PlanRetirement Savings Plan RRSPrrspTax Free Savings Accounts
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Americans Selling Canadian Homes Face Tax Issues
Americans Selling Canadian HomesCanadian principal residenceFACTAForeign Account Tax Compliance
Does it make financial sense to renounce your U.S. citizenship?
Americans living in Canadacross border residenceCross-border tax planning
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California Residents: Does Your Financial Advisor Tax-Manage Your RRSPs?
California's Tax RulesCanadian tax-deferred accountsInvestment Managementrrsp tax managementU.S. Resident with RRSP
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Options for your CAD Non-registered assets when moving to and/or living in the U.S
CAD Non-registered assetsCanada-U.S. financial planningCross-border tax planningInvestment ManagementMoving to U.S. from Canada
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How We Help

  • Cross-Border Financial & Tax Planning
  • Americans Living in Canada
  • Canadians Living in the U.S.
  • Moving to Canada from the U.S.
  • Moving to the U.S. from Canada
  • Expatriates Living Abroad

What We Do

  • Investment Management
  • Wealth Planning
  • Tax Planning & Preparation
  • Private Wealth Services for U.S. Residents
  • Private Wealth Services for Canadian Residents
  • Cross-Border Financial & Tax Planning
  • Business Management for Athletes

Resources

  • Canadians in California
  • Canadians in Texas
  • Canadians in Florida
  • Canadians in Arizona
  • Canadian and U.S. Expat Tax Planning
  • Wealth Management for U.S. Citizens in Canada
  • Calgary Financial Planner
  • Custodian Closed Your Cross-Border Investment Account?

Videos & Social Media

  • Americans in Canada: Investment Basics
  • Americans Selling Canadian Homes Face Tax Issues
  • Does it make financial sense to renounce your U.S. citizenship?
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“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, SK, NS, NB, AB, BC). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.