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Internal Revenue Service Amnesty Programs

In 2014, the IRS announced changes to its programs to help delinquent taxpayers file U.S. tax returns. We blogged about the changes to the Streamlined Foreign Offshore Procedures and Streamlined Domestic Offshore Procedures before; you can click to read our blog Internal Revenue Service Announces Changes to Streamlined Programs. The IRS has also created a […]

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FATCA: Transfer of Banking Information to IRS – Steven Flynn Interviewed by CTV

July 22, 2015

Steven Flynn was interviewed by Amy Legate-Wolfe at CTVnews.ca on the topic of dual and U.S. citizens resident in Canada and the impact of the Internal Revenue Services’ FATCA legislation on their banking information. http://www.ctvnews.ca/business/why-some-canadians-bank-info-is-being-sent-to-irs-1.2477572

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Tax Residency: How Long Can I Be in the U.S.?

January 30, 2015

The answer is, you can stay in the U.S. as long as you want to, but there may be tax consequences to how long you stay there. There is widespread confusion about residency which isn’t surprising. The word, “residency” is interpreted differently depending on whether you are talking about tax, immigration, health insurance, etc. Even […]

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Now is the time for some year-end mutual fund and ETF planning!

November 19, 2014

If you are a U.S. citizen living abroad, you have undoubtedly heard about some of the U.S. tax issues and challenges associated with Canadian mutual funds and exchange traded funds (“ETFs”) which are generally considered to be “passive foreign investment companies” (“PFICs”). If you have not heard, or would like a refresher on the topic, […]

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