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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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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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Alexander Marino guested on the Snowbirds US Expats Radio Podcast about the benefits of renouncing your US citizenship on January 17, 2024.

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Alberta Gets in the Game of Virtual Witnessing Estate Documents

As the world shut down in early March 2020 and the constant stream of statistics around the severity of COVID-19 poured in through every form of media, thoughts of one’s own demise were difficult to ignore. Estate planning became a prominent thought in many Canadians minds.

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The Tax Season That Never Ends (Version May 25, 2020)

The Canadian personal tax season was nearly complete then the CRA threw a few more curveballs: another two sets of tax filing deadline extensions!

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Canadians looking to sell US real estate: plan in order to avoid roadblocks

As the Canadian dollar continues to weaken against its American counterpart, we want to revisit this topic: more and more Canadians seem to be interested in selling their US real estate to “cash-in” on the gains of appreciated property and a stronger currency.

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US EB-5, Immigrant Investor Program – FAQs

The EB-5 Immigrant Investor Program was intended to stimulate the US economy through job creation and capital investment by foreign investors.

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Start Your Engines…July 1, 2020, is Open Season for Prescribed Rate Loan Planning (Again)

The prescribed rate of interest is a tool the Income Tax Act uses as a yardstick for what constitutes “proper” cost of financing.

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IRS Provides Relief to Tax Residency Rules for Snowbirds and US Expats Due to COVID-19 Travel Disruptions

This guidance from the IRS should provide additional relief for Canadian snowbirds and US citizens living in Canada that have been impacted by COVID-19.

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***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.

***CLICK FOR ALL NEWS***

Alexander Marino guested on the Snowbirds US Expats Radio Podcast about the benefits of renouncing your US citizenship on January 17, 2024.