Free fifteen-minute call. With a CPA, no payment until after.
Client login786-952-6621
Guides · Cross-Border

Cross-Border guides

581 plain-English guides on cross-border, each one ending in what to do next.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 10 of 25, newest first.

Cross-Border

How Does the CRA Determine Tax Residency?

Canada determines tax residency based on residential ties, not citizenship or a fixed day count. Your home, spouse, and dependants drive the test.

Aug 30, 2026
Cross-Border

Capital Gains Tax: Canada vs the US Compared

How capital gains are taxed in Canada versus the United States. Canada and the US both tax capital gains.

Aug 30, 2026
Cross-Border

Capital Loss Carryforward Cross-Border: Canada-US

Both Canada and the US allow capital losses to offset capital gains, with unused losses carrying forward to future years.

Aug 30, 2026
Cross-Border

The Closer Connection Exception: How the IRS Decides Where Your Life Is

The closer connection test under IRC 7701(b)(3)(B) lets Canadians who meet the substantial presence test avoid US tax residency.

Aug 30, 2026
Cross-Border

Contractor vs Employee Classification Cross-Border: Canada-US

Canada and the US use different tests to classify workers. Misclassification across the border creates liability in both countries.

Aug 30, 2026
Cross-Border

Controlled Foreign Corporation (CFC): US Citizens with Canadian Corporations

What makes a Canadian corporation a CFC for US tax purposes, and what that means for a US citizen who owns one.

Aug 30, 2026
Cross-Border

Cost Basis vs Adjusted Cost Base: Cross-Border Canada-US

The US uses cost basis (with step-up at death); Canada uses adjusted cost base (with deemed disposition at death).

Aug 30, 2026
Cross-Border

Cross-Border Business Traveler: Short-Term Assignment Tax Rules (Canada-US)

Business travelers crossing the Canada-US border for meetings, projects, or short assignments trigger tax obligations based on the 183-day rule.

Aug 30, 2026
Cross-Border

Cross-Border Charitable Donations: Can You Claim a Gift to a US or Canadian Charity on Your Return?

Treaty Article XXI allows it, capped at income from the charity's country unless it's a school you attended: 75% of net US-source income for Canadians.

Aug 30, 2026
Cross-Border

Cross-Border Dividend Tax: Canada-US Treaty Rates and Credits

The treaty rate on dividends is 15% for portfolio investors and 5% for corporate shareholders who own at least 10% of the voting stock.

Aug 30, 2026
Cross-Border

Selling Your Home Cross-Border: Canada-US Tax Exclusions

How the Canadian principal residence exemption and the US Section 121 exclusion interact when you sell a home after moving across the border.

Aug 30, 2026
Cross-Border

Cross-Border Inheritance: How Canada and the US Tax an Estate That Crosses the Border

Canada taxes the gain via a deemed sale at death; the US taxes estate value over $15,000,000 in 2026, or over $60,000 of US assets for a Canadian.

Aug 30, 2026
Cross-Border

Cross-Border Interest Income: Canada-US Treaty and Withholding

This is different from dividends (15% treaty rate) and a significant planning point for cross-border investors.

Aug 30, 2026
Cross-Border

Cross-Border Payroll and Employer Obligations: Canada-US

An employer with workers in both countries must handle two payroll systems, two sets of withholding rules, and the totalization agreement.

Aug 30, 2026
Cross-Border

Cross-Border Rental Income: How the US and Canada Tax a Rental on the Other Side of the Border

Elect net-basis tax or lose 30% (US) or 25% (Canada) of gross rent to withholding: IRC 871(d) and Form W-8ECI in the US.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Calgary: Alberta-Specific Filing for US-Canada Movers

Alberta's combined top marginal rate is 48%, compared to 53.5% in Ontario and BC, 53.3% in Quebec, and 54% in Nova Scotia.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Florida: What Canadians in Miami and South Florida Actually Need

Florida is the single most common landing spot for Canadians leaving Canada, and the reason people give is almost always the same one: no state income tax.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Montreal: Quebec-Specific Filing for US-Canada Movers

Montreal's cross-border tax picture includes Revenu Quebec's separate TP-1 return, QST instead of HST, QPP instead of CPP, and French-language filings.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Toronto: Ontario-Specific Filing for US-Canada Movers

Toronto's cross-border tax picture includes Ontario's 53.5% top rate, the highest probate fees in Canada, a double land transfer tax.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant in Vancouver: BC-Specific Filing for US-Canada Movers

Vancouver's cross-border tax picture includes BC's 53.5% top rate, a 20% foreign buyer tax, speculation and vacancy taxes, and the Seattle tech corridor.

Aug 30, 2026
Cross-Border

Cross-Border Tax Accountant: What They Do, What It Costs, and How to Pick One

What a cross-border tax accountant actually handles, how to tell a real specialist from a generalist, what the fees look like.

Aug 30, 2026
Cross-Border

Cross-Border Tax Audit: How the CRA and IRS Share Information

The CRA also receives reciprocal data from the IRS on Canadian-resident accounts held at US financial institutions.

Aug 30, 2026
Cross-Border

Cross-Border Tax Filing Deadlines: Canada and US

Canadian returns are due April 30, US returns April 15. Extensions, FBAR, and form-specific deadlines all differ. Here is the full calendar.

Aug 30, 2026
Cross-Border

How Much Does a Cross-Border Tax Return Cost?

Cross-border returns cost more than domestic ones. Here is what drives the price, what the ranges look like, and what you should ask before hiring.

Aug 30, 2026