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Changes to Certain Cross-Border Tax Amounts for 2015

As the calendar changes to 2015, both the Internal Revenue Service and Canada Revenue Agency have changed or left unchanged certain amounts and figures. Below are some of the revised amounts, numbers and limits for the year 2015 relevant to U.S. citizens resident in Canada. Changes to Certain Cross-Border Tax Amounts for 2015 Item New […]

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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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US Informational Reporting Requirements for Canadian Corporations with US Business Activities

November 3, 2014

In addition to filing a U.S. federal income tax return, Canadian corporations engaged in a US trade or business or 25% Canadian-owned U.S. corporations may have a requirement to file IRS Form 5472, Information return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a US Trade or Business. This form is […]

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