Cardinal Point Wealth Management

Your Cross-Border Financial Advisor

Contact Us | Client Login
  • 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
  • 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
  • Blog
  • 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
  • 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
  • Blog

TAX PLANNING SERVICES

TAX PLANNING SERVICES

At Cardinal Point, we guide our clients through a full range of Canadian, U.S. and cross-border tax planninga strategy. These strategies are designed to minimize our clients’ tax liabilities, maximize their cash flow, and help them to realize their financial goals.

Let’s Talk

TAX PLANNING

At Cardinal Point, we guide our clients through a full range of Canadian, U.S. and cross-border tax planning strategy. These strategies are designed to minimize our clients’ tax liabilities, maximize their cash flow, and help them to realize their financial goals.

Let’s Talk
tax planning glasses

Our tax planning initiatives are fully integrated with our clients’ investment, financial and estate planning strategy. This coordinated approach to wealth management streamlines the financial planning process and helps our clients ensure lasting wealth for today, tomorrow and generations to come.

Canada and U.S. Tax Preparation

Our domestic and cross-border tax planning services also include tax preparation and tax compliance for clients living, working, investing, transitioning residency and/or conducting business in the U.S. and Canada. Our team of professionals specialize in providing the following list of services:

  • null
    Canada and U.S. tax preparation, including all provinces and states
  • null
    Tax preparation for Canadians living, working or investing in the United States
  • null
    Tax preparation for Americans living, working or investing in Canada
  • null
    Tax planning services for Canadians moving to the U.S. and Americans moving to Canada
  • null
    Reporting of Canadian financial accounts in the United States, e.g., FinCEN Report 114 (FBAR), Form 8938
  • null
    U.S. and Canadian tax residency status determination, including any applicable exemptions
  • null
    Canadian departure return and deemed disposition filings
  • null
    U.S.-Canada Tax Treaty elections review to eliminate double taxation
  • null
    Canadian foreign tax credit claims in the United States
  • null
    Comprehensive review of CPP/OAS taxation in the United States and social security-CPP equalization
  • null
    Tax advice for Canadians returning to Canada and Americans returning to the U.S., as well as on the Offshore Voluntary Disclosure Initiative
  • null
    Review of reporting requirements for RRSP, TSFA, RESP accounts in the U.S. and cross-border inheritances
  • null
    Integrated tax planning on Canadian tax positions and evaluation of U.S. estate tax issues for Canadian residents holding U.S. investments (including U.S. real estate)
  • null
    Tax preparation and planning for owners of cross-border rental properties

Whether you are a Canadian or American living in your home country, a Canadian living in the U.S., an American living in Canada or an expat living abroad, Cardinal Point can handle all aspects of your tax needs to help you comply with the relevant tax laws and regulations in Canada and the U.S.

Tax Planning Services

Do you file both Canada and U.S. taxes?

Our team can handle all of your cross-border tax planning needs
Learn More
Moving to and from Canada to the U.S.

Moving across the border?

Important tax planning initiatives must be considered prior to any move.
Learn More

OUR RECENT PUBLICATIONS

fiduciary standard

Fiduciary Standard or a Pretender

A Cardinal Point advisor adheres rigorously to the fiduciary standard—a commitment that puts your interests ahead of those of Cardinal Point or any outside organization. Some financial advisors do not; instead, they skew their advice and investment options to ones which benefit them. For Cardinal Point clients, it is most reassuring to know that all recommendations must be made with only one concern: that this is the best thing for you.

Read more
CA US 401k/RRSP deductibility

Ebook: Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions

New Ebook - Canadian Deductibility of 401(K) Contributions and U.S. Deductibility of RRSP Contributions A Canadian working in the U.S. may be offered a 401(k) plan with matching contributions by their employer. The plan will lower U.S. taxable income, but what effect will it have on Canadian taxable income? Are the matching contributions taxable in [...]

Read more
Ramifications of Liquidating Brokerage Account

Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account Ebook

New Ebook - Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account New enforcement of existing U.S. nonresident client regulations regarding U.S. taxable brokerage accounts means that many of these accounts are being forced to close, loosely based on the location of the primary [...]

Read more

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

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
  • 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?
    BrightScope Cardinal Point Twitter Cardinal Point Google Plus Cardinal Point Facebook Cardinal Point LinkedIn Cardinal Point
Copyright © 2023 Cardinal Point Capital Management, ULC. All Rights Reserved.

“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.