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Canada U.S. Tax Treaty – US Nonresident Alien Using “Married Filing Joint” Tax Rates

Two recent client situations remind us that certain provisions in the Canada US Income Tax Convention (“Treaty”) can lower a client’s overall tax liability even where the answer isn’t so obvious when entering information in tax software. The first example is the subject of today’s blog. The second example will be posted later this month. […]

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Canada Revenue Agency Form T1135

May 14, 2013

In its 2013 budget, Canada announced the launch of Stop International Tax Evasion Program aimed at reducing international tax evasion and avoidance. The program allows Canada Revenue Agency to pay rewards to individuals with information on significant international tax non-compliance that leads to the collection of outstanding taxes due. Canada Revenue Agency also announced details […]

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US Gift Tax Exposure on Joint Ownership of Property

February 15, 2013

The most common way spouses hold property in Canada is joint tenancy with right of survivorship. Joint ownership provides each joint tenant an undivided interest in the property and when one spouse dies, the property immediately passes to the surviving spouse without probate. In the case where one spouse is a U.S. citizen and the […]

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Low Risk U.S. Tax Compliance

January 4, 2013

On June 26, 2012 the Internal Revenue Service (“IRS”) announced new streamlined filing procedures (“SFP”) for non-resident U.S. taxpayers to go into effect September 1, 2012. SFP is available to U.S. persons and dual citizens living outside the US who have failed to timely file U.S. federal income tax returns or disclose their non-U.S. bank […]

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