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xBorderPros.com is your #1 resource for cross border tax, financial planning, immigration and legal issues. Our group of cross border professionals serve clients throughout Canada and the US. Specific Canadian client service locations include, Victoria, Vancouver, Calgary, Regina, Ottawa, Toronto and Montreal.

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 Cross Border Tax Topics – The Wealthy Life Appearance
A big thanks to Sybil Verch and the crew at the Wealthy Life for having us down for the show. Although the segment was relatively brief we were able to touch on a few key cross border tax and investment topics: General Tax and Compliance Considerations for US Citizens in Canada
7 November 2018 | 3:34 pm

 Should I convert my IRA to a ROTH IRA before moving to Canada?
Question I’ll be moving to Ottawa from Boston late this year and I’ve been working through some financial planning with my broker. While doing some research online I came across your cross border tax articles, specifically the ones outlining IRA conversions. I have $
9 July 2018 | 5:37 pm

 Late Filing T1135 Under the New VDP Program – US Investments
Question I read your article on Canadian voluntary disclosure and T1135 late filing forms. I wanted to ask about how I would go about filing these late forms given the changes to the program. I’ve had my taxes done by a professional accountant in Toronto for many years. An
3 July 2018 | 2:54 am

 IRA, 401k and US Investments for Canadians (FAQ)
We meet with a lot of clients who are looking for some guidance on how to handle their US investment accounts. Whether they have moved from the US or inherited US assets from family members these individuals often have the same questions, concerns and tax planning issues. Outlin
1 July 2018 | 3:19 am

 New Postcard Sized 1040 for 2018
The IRS recently announced the new “simplified” 2018 1040 form. The new version of the 1040 replaces the older 1040, 1040-A and 1040-EX forms. Trump announced the “simplified change” to the 1040 last year, however many are not so convinced this new versio
30 June 2018 | 5:55 pm

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