Cross-border – Advisor's Edge https://uat-phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 17 Nov 2022 20:56:25 +0000 en-CA hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Cross-border – Advisor's Edge https://uat-phoenix.advisor.ca 32 32 IA Financial Group launches RIA https://uat-phoenix.advisor.ca/news/industry-news/ia-financial-group-launches-ria/ Thu, 17 Nov 2022 20:56:25 +0000 https://www.advisor.ca/?p=216744 Investment advisors registered with the new firm will be licensed in both Canada and the U.S.

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]]> Court of Appeal upholds sharing of Canadian bank account info with U.S. authorities https://uat-phoenix.advisor.ca/tax/tax-news/court-of-appeal-upholds-sharing-of-canadian-bank-account-info-with-u-s-authorities/ Fri, 23 Sep 2022 19:11:59 +0000 https://www.advisor.ca/?p=214169 FATCA requires banks and other institutions to report information about accounts held by U.S. individuals

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]]> Border chaos adds to supply chain woes https://uat-phoenix.advisor.ca/news/economic/border-chaos-adds-to-supply-chain-woes/ Tue, 15 Feb 2022 18:16:10 +0000 https://www.advisor.ca/?p=205935 An extended blockade would have been toughest on the auto sector, a report from Fitch says

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]]> Pandemic creates cross-border employment and tax riddle https://uat-phoenix.advisor.ca/my-practice/conversations/pandemic-creates-cross-border-employment-and-tax-riddle/ Mon, 04 Oct 2021 20:30:13 +0000 https://www.advisor.ca/?p=200209 Help this U.S.-based couple who moved to Canada to care for an elderly parent

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]]> U.S.-based Focus Financial acquires Cardinal Point https://uat-phoenix.advisor.ca/news/industry-news/u-s-based-focus-financial-acquires-cardinal-point/ Thu, 16 Sep 2021 16:02:37 +0000 https://www.advisor.ca/?p=199867 Cardinal Point offers cross-border wealth planning services to HNW clients

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]]> Canada must fight to retain talent after Biden enters White House, Macklem says https://uat-phoenix.advisor.ca/news/economic/canada-must-fight-to-retain-talent-after-biden-enters-white-house-macklem-says/ Tue, 15 Dec 2020 20:16:04 +0000 https://www.advisor.ca/?p=189421 Protectionist policies and attitudes toward U.S. President Donald Trump helped Canada land global talent

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]]> Why now may be a good time for wealthy Canadians in the U.S. to return home https://uat-phoenix.advisor.ca/tax/tax-news/why-now-may-be-a-good-time-for-wealthy-canadians-in-the-u-s-to-return-home/ Wed, 21 Oct 2020 16:57:43 +0000 https://www.advisor.ca/?p=186893 Biden’s proposed tax hikes target high earners

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]]> CRA says U.S. Covid-19 payments not taxable in Canada https://uat-phoenix.advisor.ca/tax/tax-news/cra-says-u-s-covid-19-payments-not-taxable-in-canada/ Wed, 16 Sep 2020 19:26:40 +0000 https://www.advisor.ca/?p=185465 Americans in Canada who received U.S. payments won't need to include amounts in income

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]]> Comparing Canadian and U.S. Covid-19 measures for retirees https://uat-phoenix.advisor.ca/tax/tax-news/comparing-canadian-and-u-s-covid-19-measures-for-retirees/ Tue, 30 Jun 2020 16:04:11 +0000 https://www.advisor.ca/?p=182314 U.S. taxpayers received greater relief for their retirement accounts

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]]> What U.S. citizens should know before purchasing Canadian life insurance https://uat-phoenix.advisor.ca/insurance/life/what-u-s-citizens-should-know-before-purchasing-canadian-life-insurance/ Thu, 04 Jun 2020 18:00:37 +0000 https://www.advisor.ca/?p=180871 These steps can prevent tax surprises

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