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Guides

Straight answers, written by the CPA who’d file it.

971 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.

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

Page 20 of 41, newest first.

Cross-Border

Moving from Vancouver to Tampa: Taxes and the Corporate Relocation Pipeline

BC's combined top rate near 53.5% falls to US federal only, no state or county income tax in Hillsborough County.

Aug 31, 2026
Cross-Border

Moving from Vancouver to Washington DC: Taxes, Policy, and the Reciprocity Decision

Vancouver to Washington DC is a smaller corridor than Vancouver to Seattle or San Francisco, but it's a real one, and it runs on a different logic.

Aug 31, 2026
Cross-Border

Alimony and Spousal Support Across the Canada-US Border: Who Deducts It and Who Pays Tax?

Alimony under a US divorce agreement signed after 2018 is invisible to the IRS: the payer can't deduct it and the recipient doesn't report it.

Aug 30, 2026
Cross-Border

Alternative Minimum Tax (AMT): How It Works Cross-Border Between Canada and the US

Both countries have an AMT. Canada overhauled its version in 2024. That parallel calculation is the alternative minimum tax.

Aug 30, 2026
Cross-Border

Amending Cross-Border Tax Returns: 1040-X and T1-ADJ

Amending a cross-border return is never a one-country event. If the US return changes (higher or lower income, different FTC, corrected filing status).

Aug 30, 2026
Cross-Border

American Expat in Canada: Your US Tax Obligations

US citizens living in Canada still file US tax returns, FBARs, and Form 8938 every year. The FTC prevents double tax, but the compliance stack is real.

Aug 30, 2026
Cross-Border

The Bona Fide Residence Test for the FEIE

How the bona fide residence test works for the foreign earned income exclusion. The bona fide residence test is based on intent and permanence.

Aug 30, 2026
Cross-Border

Canadian Employer Pension (RPP/LIRA): Commuted Value and Cross-Border Tax

Taking the commuted value of a Canadian employer pension when leaving for the US creates tax in both countries.

Aug 30, 2026
Cross-Border

Canadian Selling US Property: FIRPTA, Capital Gains, and Reporting

When a Canadian sells US real estate, the buyer withholds 15% under FIRPTA, the IRS taxes the gain, and Canada taxes it too (with an FTC).

Aug 30, 2026
Cross-Border

Canadian Starting a Business in the US: The Tax Guide

A Canadian starting or buying a business in the US faces a set of decisions that are different from those facing a US domestic entrepreneur.

Aug 30, 2026
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