Active Certified Public Accountant license. Verify it yourself: CPAverify (national registry) or Florida DBPR license search.
Chartered Professional Accountant, member of CPA Ontario. Verify: CPA Ontario member directory.
Yes, your TN days count toward the substantial presence test. Arrive by mid-year and you'll likely file a dual-status return. Here's the day math and the forms.
Cross-BorderMost E-2 movers become US tax residents the year they land, file a final Canadian return with a departure date, and add FBAR plus Form 5471 if they keep the Canadian corporation.
Cross-BorderOnly if you're both a long-term resident (green card in 8 of the last 15 taxable years) and a covered expatriate. Plenty of people are neither. Timing decides it.
Cross-BorderThe full leaving-Canada tax list in order: sever ties, document the departure date, file T1161 with the final return, settle RRSP, TFSA, CPP, and OAS.
Cross-BorderNeither account is deemed sold when you leave Canada. The RRSP's US tax deferral is automatic now; the TFSA turns into taxable US income on day 1.
Cross-BorderWithout a clearance certificate the buyer holds back 25% of your full sale price. Form T2062 cuts that to 25% of the gain. Deadlines, math, and the US side.
Cross-BorderUsually yes. Leaving Canada triggers a deemed sale of most property at fair market value. Here are the forms (T1161, T1243), the penalties, and the worked math.
Cross-BorderThe IRS has never ruled on TFSAs. Here are the two defensible filing positions, the penalty math, and the 2024 proposed rule that exempts accounts under $50,000.
Cross-BorderPeriodic RRIF withdrawals get the 15% treaty rate; an RRSP lump sum is withheld at 25%. Here are the rules, the yearly ceiling, and the ten-year math.
Cross-BorderMost Canadian streamlined files land between US$2,500 and $4,500 in preparer fees, and a typical employee file owes $0 US tax. Accounts drive the spread.
Cross-BorderA $1,200 TFSA quote usually means protective Form 3520 and 3520-A filings for every account. Here's what that work involves and when the number is fair.
CFO & AdvisoryThe signs that you have outgrown a bookkeeper but cannot justify a full-time CFO, and what a fractional one actually does.
Cross-BorderWhat Canada's departure tax actually is, when it hits you on the way to the US, and the moves that matter before your move date.
Cross-BorderWhen your taxes touch both the US and Canada, the expensive mistakes happen in the gap between two separate accountants. One dual-licensed CPA closes that gap.