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/
Top 10 Expat Tax Questions – Expat Tax Podcast
28 January 21 
Crossing the 49th Podcast On episode #4 of the Expat Tax and Financial Planning Podcast we discuss some of the most asked questions I get from clients regarding cross-border tax and financial planning issues.
The top questions discussed on this podcast include:
- As a US citizen in Canada do I have to file US taxes?
- What is an FBAR?
- How do I report my US assets?
- What is the Canadian tax filing deadline?
- What is the US filing deadline?
- Can I own Canadian mutual funds as a US citizen in Canada?
- Can I transfer my US retirement accounts to Canada?
- What if I’m a US citizen living in Canada and have not filed US tax returns?
- Is my US stimulus payment taxable in Canada?
- Can I file jointly in Canada with my spouse?
You can listen or download the latest podcast here and make sure to subscribe on Apple Podcast to ensure you don’t miss any future episodes.
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Disclaimer: The information contained in this Podcast and YouTube video is for information purposes only and should not be construed as tax or financial planning advice. Tax and financial planning rules change from year to year and the information contained within may be outdated. Ensure to engage an experienced and competent tax and financial planner to help you with your tax and financial planning needs.
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.
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