Are you a Canadian planning a move to the United States? This video is for non-U.S. citizens and non-green card holders preparing to relocate for work, retirement, or a fresh start. Karen Rogers Sim of Cardinal Point Wealth Management explains why cross-border tax planning before departure is essential to avoid double taxation and unintended consequences. Learn how residency is determined in both countries, how the Canada–U.S. Tax Treaty interacts with substantial presence rules, and why timing your move matters. Karen walks through Canada’s departure tax and deemed disposition, potential U.S. step-ups in basis, and what’s excluded. She covers optimizing RRSPs, TFSAs, and non-registered accounts, plus how some states—such as California—don’t follow treaty treatment. You’ll also hear guidance on real estate decisions, pre-immigration gifting, and aligning investments, estate planning, and reporting. With a team credentialed on both sides—and Karen’s lived experience—you’ll gain a roadmap to coordinate taxes, investments, estate planning, and compliance. Watch the video now to get started.