Insights

Explore Our Insights and Analysis

Welcome to our publications page, where we share in-depth insights, analyses, and perspectives on key topics in taxation, business law, and management. Explore our articles, blogs, webinars, and white papers to stay informed on the latest trends and expert insights.

U.S. Tax Law

Explore in-depth articles and analyses on U.S. tax regulations, compliance, and strategies for both individuals and businesses navigating the complexities of the U.S. tax system.

Publications

Explore our analyses, studies, and in-depth reports on key topics. Our experts share their insights to keep you informed about market trends and developments.

Canada Revenue Agency

Stay updated with the latest insights and updates on the Canada Revenue Agency (CRA), including tax compliance, regulations, and strategies for individuals and businesses in Canada.

Budget Tax Updates

Stay informed on the latest tax changes from government budgets, including new policies and their impact on individuals and businesses. Get essential updates and strategic insights.

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How the Proposed Amendment to the Trust-to-Trust Transfer Rules Could Impact Your Clients

On January 29, 2026, the Department of Finance requested views and feedback (the “Consultation”) on the draft legislative proposals contained in the November 4, 2025, budget (“the 2025 Budget”. Specifically, the Consultation includes, among other things, the “21-Year Rule”. By way of background, the 21-year ...

Alberta Provincial Budget Tax Updates 2026-2027

Overview Alberta’s government has announced changes to its provincial tax laws in its budget 2026 Focused on what matters. This comprehensive summary highlights the key changes that will influence the Albertans’ tax environment in the coming years. Personal Income Taxes Measures: In 2025, Alberta introduced ...

Nova Scotia Provincial Budget Tax Updates 2026-2027

Overview On February 23, 2026, Nova Scotia’s Finance Minister released the 2026-2027 budget entitled “Defending Nova Scotia”. This comprehensive summary will highlight the key changes that will influence Nova Scotia’s tax environment in the coming years. Personal Income Tax Measures The income tax rates for ...

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Changes to IRS Refund Payments Beginning in 2026

Canadian residents who file U.S. tax returns should be aware of upcoming changes to how the IRS issues tax refunds. The U.S. Treasury is moving toward electronic-only federal disbursements, which will affect refund delivery beginning with the 2025 tax year (2026 filing season). Current Refund ...

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Investing in U.S. Publicly Traded Partnerships: What Non U.S. Investors Need to Know About U.S. Tax and Compliance

As Canadian investors continue to look south for diversification and income, U.S. publicly traded partnerships (PTPs) often come up as potential opportunities. While these investments can be attractive, they carry U.S. tax implications that are very different from owning U.S. stocks and are often overlooked. ...

B.C. Provincial Budget Tax Updates 2026

Overview On February 17, 2026, the B.C. government delivered its 2026 provincial tax budget entitled Securing B.C.’s Future. This comprehensive summary highlights the key changes included in this budget that will influence the province tax environment in the coming years. Personal Income Taxes Measures In ...

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Webinar Replay – Tax 101: Canada and U.S. Individual Income Tax Update

Watch the replay of our recent webinar with Paula Owen and Philip Mei for an update on personal income tax considerations for the U.S. and Canada. This is a key session for anyone with tax interests in either of those jurisdictions. Topics: Attendees included: Cross-border ...

Wealth and Wisdom – Don’t Get Kicked in the Assets

Watch the replay of our recent Wealth and Wisdom Lunch “Don’t Get Kicked in the Assets” in Vancouver with Darren Coleman of Raymond James, Heather Fathali of Cascadia Cross Border Law hosted by Krista Rabidoux, partner at Andersen LLP. About Krista For more than two ...

The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.