U.S. Citizens and Tax Residents in Canada

 
As a U.S. citizen or tax resident living in Canada, you need to be aware of the various IRS rules. This is where I can help. I understand the ins and outs of planning for U.S. citizens in Canada and how the regulations can affect your short and long term financial goals. I always highly recommend also working alongside an accountant who is strongly versed in cross-border taxation issues. Together, we'll help develop tax efficient Strategies to ensure dealing with the IRS does not become the kryptonite to your financial success in Canada.

When it comes to planning for U.S. citizens or tax residents in Canada, I help with:

• Developing and maintaining a holistic financial plan
• Analyzing, optimizing and managing your investments (including a detailed review of the types of Canadian accounts/funds you currently hold and their potential tax implications)
• Education planning for yourself and your children
• Estate planning
• Retirement planning 
• Insurance planning
• Cash flow and debt management