Ask your Cross Border Tax Questions Here…

21 May 18
Cross Border Tax

I’ve started this post to help those having trouble answering their Canada-US cross border expat tax and financial planning questions. Please leave your question in the comments and we’ll do our best to help answer.

Also don’t forget to keep current on cross border tax and financial planning matters by signing up for our cross border newsletter.

Please ensure to use your email address (it won’t be displayed publicly) when commenting so you can be notified of new replies.

Likely question categories will include:

  • cross border tax questions
  • compliance and foreign reporting
  • late US tax returns
  • questions about holding US investments as a Canadian resident e.g. 401k, IRA, ROTH IRA, etc.
  • moving to Canada
  • moving to the US
  • non-resident tax issues
  • CRA or IRS dispute resolution issues

I look forward to your questions and please don’t hesitate to help answer anything below if you feel like you can contribute.

Phil Hogan, CPA, CA, CPA (Colorado)

Phil Hogan is a Canadian and US CPA working with clients throughout Canada and the US. Phil advises on cross border tax and financial planning matters. Phil can be reached at phil@beaconhillwm.ca or via telephone at 778.433.1314. You can also read more about Phil at www.Beaconhillwm.ca/team/about-phil/

To book a complementary cross-border consultation with our team (limitations apply), please click here: https://beaconhillwm.ca/get-started-now/

This commentary reflects the personal opinions, viewpoints and analyses of the Beacon Hill Wealth Management Ltd. partner providing such comments, and should not be regarded as a description of advisory services provided by Beacon Hill Wealth Management Ltd. or performance returns of any Beacon Hill Wealth Management Ltd. client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Beacon Hill Wealth Management Ltd. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Any discussion about taxation is for educational purposes only and should not be viewed as professional advice. Consult your tax professional for tax advice on your particular situation.