Consultancies are here to Help You for Tax Planning

As a land of abundant opportunities, Canada is one of the top immigration destinations in the world with economic superpowers. The financial and investment expert helps Americans living in Canada and Canadians living in the US with their investment, financial and tax planning requirements.  It is required to file expatriate tax returns every year by the US citizens regardless of where they are residing. Many people are also required to submit a return disclosing assets that are held in a foreign country’s bank accounts along with the typical tax return for income. Few governments, including the United States, tax international income earned by their citizens and also permanent residents who are residing overseas. In such cases, you need expert advice for tax planning in order to minimize or eliminate tax liability. 

Services offered by cross border tax planners-

 Coordinated investment management services for Canadian and US accounts

 US-Canada financial and retirement planning

 Advice on specific assets that should transfer to either state or remain in the same country

 Cross border financial and estate planning advice

 Corporate and personal advisory for cross border tax planning strategies

 “Canada-US tax Treaty” expert advice to avoid double taxation

 Retirement benefits guidance, such as social security, Medicare, OAS and CPP

 Support with currency conversion strategies

 Canadian and US company bonus plan and stock option advice

 Advice on residential and commercial real estate planning

 Review of life, health, long term care, disability, business, and property insurance

 Unique economic and regulatory environment guidance in the US and Canada

 Personal and corporate US and Canada tax preparation including annual foreign account disclosure filings

Whether for personal or professional reasons, many people are making a move of shifting permanent or temporary resident to another country, particularly Canadians and American citizens. And this move to a new country requires proper tax planning, financial planning, and investment management. Most often, people make the mistake of the first move to a new country and then address their financial affairs. The cross border financial experts provide wealth management services in Canada and the United States. You can benefit from cross border tax, financial and estate planning and investment management if you are-

o Professional and executives working and living across the borders

o Small business owners with firms on both sides of the borders

o Americans returning to the US and Canadians returning to Canada

o Americans retiring in Canada and Canadians retiring in the US

o US and Canadian ex-pats living abroad

Thoughtful analysis is required in the implementation of proper investment and financial plan that protects your estate while living abroad. And if you are an American living in Canada or a Canadian living in the US, you should consult a financial and tax planner in order to avoid double taxation. 

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