Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621
Guides · Cross-Border

Cross-Border guides

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

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

Page 14 of 26, newest first.

Cross-Border

IRA and Roth IRA Contributions for Americans Living in Canada

Can you still contribute to a traditional IRA or Roth IRA while living in Canada? The FEIE trap, the compensation requirement.

Aug 30, 2026
Cross-Border

IRS and CRA Penalties for Late Filing: Cross-Border Guide

The penalty landscape for cross-border filers. FBAR, Form 5471, Form 3520, late returns, and the CRA equivalents. Covers treaty provisions, foreign tax.

Aug 30, 2026
Cross-Border

J-1 Visa and Working Holiday (IEC): Cross-Border Tax for Canadians in the US

Canadians on a J-1 visa or IEC working holiday in the US face a unique tax position: the exempt individual rules, the substantial presence test.

Aug 30, 2026
Cross-Border

Joint Accounts Cross-Border: Tax Reporting and FBAR Obligations

A joint bank or investment account with a person in the other country creates reporting obligations for both parties. Covers treaty provisions, foreign.

Aug 30, 2026
Cross-Border

Keeping Canadian Bank Accounts After Moving to the US

Keeping a Canadian bank account after moving to the US is allowed, but it can mean FBAR and Form 8938 filings, US tax on the interest, and FATCA reporting by your bank.

Aug 30, 2026
Cross-Border

Maternity and Parental Leave Benefits Cross-Border: Canada-US Tax

How Canadian EI maternity and parental benefits and employer top-ups are taxed when a family has US filing obligations, including the treaty rule and the US return.

Aug 30, 2026
Cross-Border

Medical Expenses Deduction Cross-Border: What Qualifies in Canada and the US, and Where the Thresholds Sit

Canada credits medical costs over the lesser of 3% of net income or $2,890 (2026); the US deducts over 7.5% of AGI. Includes IRS rules, documentation.

Aug 30, 2026
Cross-Border

Mortgage Interest Deduction: Cross-Border Between Canada and the US

In the US, mortgage interest on your principal residence and one additional home is deductible if you itemize (up to $750,000 of acquisition debt).

Aug 30, 2026
Cross-Border

Moving Expenses Deduction: Cross-Border Between Canada and the US

Canada allows a moving expense deduction. The US suspended it for employees. Here is how the deduction works when you move between the two countries.

Aug 30, 2026
Cross-Border

Moving from Alberta to Texas: The Tax Side of Two No-Income-Tax Jurisdictions

Alberta and Texas are both marketed as low-tax jurisdictions: Alberta has no provincial sales tax (though it has provincial income tax).

Aug 30, 2026
Cross-Border

Moving from BC to Washington State: Taxes in a No-Income-Tax State That Still Taxes Capital Gains

Washington has no income tax, but its 7% capital gains tax catches stock sales, RSU gains, and investment exits. Covers key rules, filing requirements,.

Aug 30, 2026
Cross-Border

Moving from Canada to Alabama: State Tax, Huntsville's Boom, and Cross-Border Planning

Alabama's income tax tops out at 5%, starting at just $3,000 of taxable income for single filers, but a rare deduction for federal income tax paid softens it.

Aug 30, 2026
Cross-Border

Moving from Canada to Alaska: No Income Tax, No Sales Tax, Plus a Yearly Check

Alaska has no state income tax and no statewide sales tax, and qualifying residents get a Permanent Fund Dividend, typically $1,000 to $3,200, taxed federally.

Aug 30, 2026
Cross-Border

Moving from Canada to Arizona: Flat 2.5% Tax, Snowbird Pipeline, and Cross-Border Planning

Arizona's 2.5% flat income tax is the lowest flat rate among states with an income tax. Popular with Canadian retirees and a growing tech hub.

Aug 30, 2026
Cross-Border

Moving from Canada to Arkansas: Taxes

Arkansas's top income tax rate has fallen to 3.9%, among the lowest graduated rates in the country, but combined sales tax can top 11%.

Aug 30, 2026
Cross-Border

Moving from Canada to Colorado: State Tax, TABOR Refunds, and Cross-Border Planning

Colorado's flat 4.4% state income tax, unique TABOR refund, and growing tech corridor make it an increasingly common destination for Canadians.

Aug 30, 2026
Cross-Border

Moving from Canada to Connecticut: Graduated Tax, the NYC Commute, and Cross-Border Planning

Connecticut runs a graduated income tax up to 6.99%, a pass-through entity tax that works around the federal SALT cap. Covers key rules, filing.

Aug 30, 2026
Cross-Border

Moving from Canada to Delaware: Taxes

Delaware runs a graduated income tax topping out at 6.6%, charges no sales tax at all, and has some of the lowest property taxes in the country.

Aug 30, 2026
Cross-Border

Moving from Canada to Georgia: State Tax, Film Industry, and Cross-Border Planning

Georgia's state income tax is moving to a flat rate, Atlanta is a growing hub for Canadians, and the film industry draws short-term and permanent movers.

Aug 30, 2026
Cross-Border

Moving from Canada to Hawaii: One of the Highest State Tax Bills in the US

Hawaii's top state income tax rate is 11%, one of the steepest in the country. Add the highest cost of living in the US and a state estate tax.

Aug 30, 2026
Cross-Border

Moving from Canada to Idaho: State Tax, the Boise Tech Boom, and Cross-Border Planning

Idaho's flat 5.8% income tax, no local income taxes, and a growing Boise tech scene make it a real option for Canadians from Alberta and BC.

Aug 30, 2026
Cross-Border

Moving from Canada to Illinois: Flat 4.95% Tax, Chicago, and Cross-Border Planning

Illinois has a flat 4.95% income tax, but Chicago adds no city income tax. A major corridor for Canadians in finance, consulting, and tech.

Aug 30, 2026
Cross-Border

Moving from Canada to Indiana: State Tax, County Tax, and Cross-Border Planning

Indiana's flat 3.05% state rate is one of the lowest in the country, but every county adds its own income tax on top. Covers key rules, filing.

Aug 30, 2026
Cross-Border

Moving from Canada to Iowa: Flat 3.9% Tax and the Des Moines Insurance Corridor

Iowa finished phasing in a flat 3.9% income tax in 2026, replacing the old graduated system that ran as high as 8.53%. Covers key rules, filing.

Aug 30, 2026