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2013 Changes to the US Individual Taxpayer Identification Number ID requirements

Have you earned income from the U.S., or perhaps sold a personal property in 2013? If so, there is a very good chance you will need to file a US income tax return. In order to do so, you will be required to obtain either a US Individual Taxpayer Identification Number (“ITIN”) or a Social […]

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New Foreign Income Reporting Requirements for Canadian Taxpayers: An Update

October 28, 2013

In an earlier blog post, we discussed the new Stop International Tax Evasion Program and the fact that Canada Revenue would be redesigning its Form T-1135, Foreign Income Verification Statement. Canada Revenue has now released the new T-1135 form outlining the new reporting requirements for income earned from assets outside of Canada. Now Canadian taxpayers […]

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Death and Taxes – U.S. Citizens Living in Canada

October 23, 2013

U.S. citizens who die while resident in Canada face taxation issues from two countries: Canadian income tax on unrealized gains and certain tax deferred assets and U.S. federal estate tax on the fair market value of all assets. This blog briefly summarizes the tax issues and offers some suggestions on how to minimize U.S. federal […]

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Mexican Land Trusts are Not Trusts for US Federal Income Tax Purposes

July 23, 2013

In a recent Revenue Ruling, the IRS concluded that a fideicomiso or Mexican Land Trust (“MLT”) arrangement is not a trust for U.S. federal income tax purposes. This was welcome news to many U.S. citizens that own land located in Mexico through an MLT. As you may be aware from our previous blog entries, interests […]

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