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Blog Alert – Investing Strategies for U.S. Citizens Resident in Canada
U.S. persons (U.S. citizens, green-card holders and residents under U.S. tax law) resident in Canada are taxable in both Canada and the U.S. on their worldwide income. This blog summarizes some of the related complexities and potential solutions. Canadian Mutual Funds and ETFs U.S. tax law’s Passive Foreign Investment Company, (PFIC) rules apply to most […]
Webinar Replay – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101
February 15, 2023Watch Cooper Xu and Shan Lu review Investing Strategies for U.S. Citizens Resident in Canada. Topics on the Agenda Upcoming webinar – Taxes for U.S. Citizens Resident in Canada: Tax 101
Webinar Alert – Taxes for U.S. Citizens Resident in Canada: Tax 101
February 7, 2023Join Philip Mei and Kathy Li for a review of Taxes for U.S. Citizens Resident in Canada. Topics on the Agenda There will be an opportunity to ask questions at the end of the presentation. Who should attend U.S. citizens and green-card holders resident in Canada. Also, those who advise these individuals including accountants, lawyers, investment […]
Webinar Alert – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101
January 31, 2023Join Cooper Xu and Shan Lu for a review of Investing Strategies for U.S. Citizens Resident in Canada. Topics on the Agenda Mutual Funds and Exchange-Traded Funds Registered Retirement Savings Plans and Pension Plan Tax-Free Savings Account v. Roth Individual Retirement Account Canadian v. U.S. Education Savings Plan Private Canadian Corporations and Trusts There will be an opportunity to ask […]