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Internal Revenue Service – Taxpayer Advocate Service

The IRS Taxpayer Advocate Service is an independent department within the IRS that helps taxpayers resolve their problems with the IRS. These problems can include tax matters that are causing the taxpayer financial difficulties or immediate threats of adverse action. The problems can also include a lack of response by the IRS to calls and […]

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Extending the U.S. Tax Filing Deadline

April 8, 2013

Mention the date April 15th to a U.S. person and their first thought probably turns to taxes. Individuals who are required to file a US income tax return are generally required to file their return on or before April 15th provided that the date falls on a weekday. In years when the 15th falls on […]

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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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Married Couples – When to Consider Filing Separately

February 8, 2013

Many married U.S. citizen and/or U.S. resident couples file a joint US income tax return. It is convenient, allows taxation of income at potentially lower tax rates compared to filing separately and may save a small amount of preparation time and professional fees. However, in some situations, filing a joint US income tax return may […]

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