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Insight on what’s happening in the world of tax, law and accounting so you can stay ahead.

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Alexander Marino is quoted in an article titled “‘Scary’: Why US expats are tossing their citizenships – and it’s not just Trump” in The Sydney Morning Herald, November 1, 2024

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Kenneth Keung is quoted in the Investment Executive article titled “Quirk in capital gains tax rules raises risks for incorporated clients,” published on July 24, 2024.

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Kenneth Keung is quoted in the Investment Executive article titled “How should trusts flow out capital gains to beneficiaries in 2024?”, July 5, 2024.

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Kim G C Moody, Kenneth Keung, and Christopher Ellett are quoted in the Investment Executive article titled “When is the latest clients can sell assets prior to June 25?”, published on May 17, 2024.

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Alexander Marino recently appeared on the Global Investment Voice Podcast to discuss the benefits of renouncing US citizenship on March 14, 2024.

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Accelerate Potential Capital Gain Realization?

There have been ongoing rumors about the Canadian government potentially increasing the capital gains inclusion rate from its current level of 50% to a higher level or changing the exemption for capital gains on principal residences.

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Travel Alert – US to Require COVID Vaccination for Land Entry by Essential Workers

As of January 22, 2022, essential workers previously exempt from COVID vaccination requirements for land entry to the US must be fully vaccinated for COVID-19.

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The One Simple Question All Advisors Must Ask to Save Their Clients from an IRS Nightmare (And Save Them a Call to Their Malpractice Carrier).

If you’re a lawyer, accountant or financial advisor practicing outside the US, there is one simple question…

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It’s The Most Tax-iest Time of the Year

The 2021 rendition of our annual Christmas poem is here!

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ALERT – New 24-Hour Predeparture COVID-19 Testing to Fly to US

Travelers beware – late yesterday, the US Center for Disease Control and Prevention (CDC) released a new order mandating even more stringent testing requirements for international travel to the US.

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Canada’s New COVID-19 Travel Bans, Testing Regime, and Quarantine Requirements

The Government of Canada has announced additional border measures aimed at “reducing the risk of the importation and transmission of COVID-19 and its variants in Canada,” namely – the B.1.1.529 Omicron variant.

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***CLICK FOR ALL NEWS***

Alexander Marino is quoted in an article titled “‘Scary’: Why US expats are tossing their citizenships – and it’s not just Trump” in The Sydney Morning Herald, November 1, 2024

***CLICK FOR ALL NEWS***

Kenneth Keung is quoted in the Investment Executive article titled “Quirk in capital gains tax rules raises risks for incorporated clients,” published on July 24, 2024.

***CLICK FOR ALL NEWS***

Kenneth Keung is quoted in the Investment Executive article titled “How should trusts flow out capital gains to beneficiaries in 2024?”, July 5, 2024.

***CLICK FOR ALL NEWS***

Kim G C Moody, Kenneth Keung, and Christopher Ellett are quoted in the Investment Executive article titled “When is the latest clients can sell assets prior to June 25?”, published on May 17, 2024.

***CLICK FOR ALL NEWS***

Alexander Marino recently appeared on the Global Investment Voice Podcast to discuss the benefits of renouncing US citizenship on March 14, 2024.