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Articles in Cross Border Financial Planning

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Tax and Estate Planning for U.S. Residents Inheriting Canadian Property

by John McCord Level 17
A cross-border inheritance often results in the need for tax and estate planning whether one calls the U.S. or Canada their primary residence. What are some tax and estate planning issues that U.S. residents should ...(more)
Comment   |  May 31, 2014 from Irvine, CA
0 votes

Canadians Moving to the United States: Pre-Emigration Tax Planning Opportunities for Assets

by John McCord Level 17
Canadian residents moving to the U.S. should take prudent tax planning steps with regards to their liquid and physical assets. One notable tax planning opportunity is related to the “Departure tax” assessed by Canada. ...(more)
Comment   |  May 04, 2014 from Irvine, CA
2 votes

Sale of a Canadian Primary Residence by an American Citizen Living in Canada

by John McCord Level 17
Cardinal Point Tax Services recently received an inquiry from a U.S. citizen named “Charles” who is married to a Canadian citizen named “Sarah”. Both are permanent residents of Canada and maintained joint ownership of ...(more)
Comment   |  Mar 21, 2014 from Irvine, CA
0 votes

Do FBAR and FATCA Affect You If You Plan On Becoming an Expatriate?

by Jason Hull Level 20
Not every expat is a backpack-toting hosteler. “April 15 is lurking around the corner, so if you have yet to file your federal tax return, it’s time to set aside a few hours, gather together your financial records, ...(more)
Comment   |  Apr 26, 2013 from Fort Worth, TX
1 vote

If You’re a TwentySomething Who Wants to Travel, What Should You Do?

by Jason Hull Level 20
Dreamy…unless you have a fear of flying. “The cool thing about being famous is traveling. I have always wanted to travel across seas, like to Canada and stuff.”– Britney Spears When I was a little kid an uncle of ...(more)
Comment   |  Apr 17, 2013 from Fort Worth, TX
6 votes

Cross-Border Financial Advisors are in Demand

by John McCord Level 17
Cross-Border Financial Advisors are in Demand By John McCord, Cardinal Point Wealth Management Canadian and American citizens cross the 49th parallel for many personal and professional reasons. Additionally, temporary ...(more)
Comment   |  May 31, 2012 from Irvine, CA
6 votes

Why Is It Important For Canadian Expats To Disclose Foreign Based Accounts to the IRS?

by John McCord Level 17
Why Is It Important For Canadian Expats To Disclose Foreign Based Accounts to the IRS? By John McCord, Cardinal Point Wealth Management Many US residents are beneficial owners of foreign accounts that generate ...(more)
Comment   |  May 31, 2012 from Irvine, CA
3 votes

How Does Canada's Public Pension Program Compensate Expats Living In The US?

by John McCord Level 17
How Does Canada's Public Pension Program Compensate Expats Living In The US? By John McCord, Cardinal Point Wealth Management Canada's public pension program is an important income source for Canadians and Canadian ...(more)
Comment   |  May 31, 2012 from Irvine, CA
3 votes

Why Should Every Investor Request An Investment Policy Statement?

by John McCord Level 17
Why Should Every Investor Request An Investment Policy Statement? By John McCord, Cardinal Point Wealth Management  Managing the financial affairs of individuals, families and entities involves a great deal of ...(more)
Comment   |  May 31, 2012 from Irvine, CA
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