News and resources for Canada's top financial advisors
Tax News
On July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) came into force. The goal: prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside U.S.
By Terry F. Ritchie |June 19, 2015
4 min read
Now that Republicans have control of the Senate, things may change.
By Terry F. Ritchie |November 6, 2014
3 min read
Industry
Beware these tax challenges
By Terry F. Ritchie |October 14, 2014
8 min read
Estate Planning
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
By Terry F. Ritchie |July 25, 2014
Reporting requirements kick in July 1
By Terry F. Ritchie |June 20, 2014
6 min read
If your clients haven’t been paying their American taxes, they have another opportunity to confess to IRS.
By Terry F. Ritchie |June 19, 2014
2 min read
Financial Planning
A bypass trust lets you pass assets from one person to another while avoiding taxation.
By Terry F. Ritchie |November 20, 2013
Ted Cruz has just become a famous Canadian -- he’s about to do something few choose to do.
By Terry F. Ritchie |August 23, 2013
The U.S. wants Canadian snowbirds to stay south of the border.
By Terry F. Ritchie |May 15, 2013
5 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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