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Guides

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

2,121 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 53 of 89, newest first.

Cross-Border

Cryptocurrency Tax for Cross-Border Canadians and Americans: How Both Countries Tax Crypto

Both Canada and the US tax cryptocurrency dispositions as capital events. Cross-border holders face additional reporting on foreign exchanges, FBAR.

Sep 4, 2026
Cross-Border

Cross-Border Divorce: Tax Consequences of Property Division Between Canada and the US

Dividing property in a cross-border divorce can trigger tax in both Canada and the US. Treaty rules and each country's rollover provisions matter.

Sep 4, 2026
Cross-Border

Cross-Border Estate and Inheritance Tax: What Happens When Assets and Heirs Are in Different Countries

The US imposes estate tax on worldwide assets of US persons and on US-situs assets of non-residents. Canada taxes gains at death through deemed.

Sep 4, 2026
Cross-Border

Cross-Border Estate Planning for Canada and the US

Cross-border estate planning starts with status: who's a US citizen, who lives where, and what sits in which country. Then line up the treaty credits, beneficiaries and deadlines.

Sep 4, 2026
Cross-Border

Cross-Border Gift Tax: How Canada and the US Tax Gifts Between Family Members in Different Countries

The US imposes a gift tax on the donor. Canada and the US handle gifts in fundamentally different ways. Canada has no gift tax.

Sep 4, 2026
Cross-Border

Cross-Border Medical Expenses: Tax Deductions for Healthcare Costs Paid in the Other Country

Medical expenses paid in the US by a Canadian resident and healthcare costs paid in Canada by a US person are deductible in the taxpayer's country.

Sep 4, 2026
Cross-Border

Cross-Border Rental Property: Tax When a Canadian Owns US Real Estate (or Vice Versa)

Owning rental property across the Canada-US border creates filing obligations in both countries. Each country taxes the income and requires specific forms.

Sep 4, 2026
Cross-Border

Cross-Border Rental Property: Tax Rules for Canadians Renting US Property and Americans Renting Canadian Property

Owning rental property across the border creates filing obligations in both countries. Withholding, treaty elections, and foreign tax credits apply.

Sep 4, 2026
Cross-Border

Cross-Border Retirement Withdrawals: Tax on RRSP, 401(k), IRA, and Pension When You Live in the Other Country

Withdrawing from a retirement account in one country while living in the other triggers withholding, income inclusion, and a foreign tax credit.

Sep 4, 2026
Cross-Border

Stock Options When You Relocate Between Canada and the US: Who Taxes What

An employee who relocates between Canada and the US while holding unvested stock options faces one of the more complex cross-border tax problems.

Sep 4, 2026
Cross-Border

Cross-Border Stock Options and RSU Taxation: How Canada and the US Tax Your Equity Compensation

How Canada and the US tax stock options and RSUs when you work in both countries or move with unvested awards: sourcing rules, the 50% deduction, ISOs and the forms.

Sep 4, 2026
Cross-Border

Transfer Pricing Between Canada and US Related Companies: What the Rules Require

When related companies in Canada and the US transact with each other, both countries require arm's-length pricing. Covers treaty provisions, foreign tax.

Sep 4, 2026
Cross-Border

Transfer Pricing for Small Cross-Border Businesses: How the IRS and CRA Police Intercompany Transactions

A small business operating in both Canada and the US through related entities must price intercompany transactions at arm's length.

Sep 4, 2026
Cross-Border

Cross-Border Trusts Between Canada and the US: How Both Countries Tax Trust Income

A trust with connections to both Canada and the US faces dual taxation, complex reporting, and treaty provisions that often do not resolve the overlap.

Sep 4, 2026
US Tax

Government Contract Types: Cost-Plus, Firm Fixed-Price, and T&M from an Accounting Perspective

Cost-reimbursement contracts (CPFF, CPIF, CPAF) require full cost disclosure, an annual incurred cost submission, and expose every indirect rate to audit.

Sep 4, 2026
US Tax

Cost Accounting Standards (CAS): When They Apply, Which Ones Matter, and How to Comply

CAS applies once a contract crosses a dollar threshold. From October 1, 2026, the basic threshold is $35 million and full coverage starts at $100 million. Here's what changed.

Sep 4, 2026
US Tax

DCAA Indirect Rate Structure: Fringe, Overhead, and G&A Rate Pools Explained

Most government contractors allocate shared costs through three indirect pools: fringe, overhead, and G&A. How to pick allocation bases, set billing rates, and avoid DCAA findings.

Sep 4, 2026
US Tax

DCAA Pre-Award Survey: Accounting System Adequacy and How to Pass SF 1408

Before a cost-type contract is awarded, DCAA often evaluates the accounting system against the SF 1408 checklist's 14 criteria.

Sep 4, 2026
US Tax

Setting Up as a Small Government Contractor: DCAA-Ready Accounting from Day One

DCAA-ready setup starts with SAM.gov registration and a Unique Entity ID (UEI), which replaced the DUNS number in April 2022.

Sep 4, 2026
US Tax

DCAA Timekeeping Requirements: Labor Charging, Floor Checks, and What Auditors Look For

DCAA timekeeping means employees record their own time daily to the right charge number, a supervisor approves it, and corrections keep the original entry.

Sep 4, 2026
US Tax

DCAA Unallowable Costs: FAR Part 31 Cost Principles and What the Government Won't Pay For

FAR 31.205 lists specific costs the government will never reimburse on a cost-type contract. FAR 31.205 lists specific unallowable cost categories.

Sep 4, 2026
US Tax

Dental Associate Compensation Models: Structures, Classification, and the Tax Consequences of Getting It Wrong

How daily guarantees, production percentages, and hybrid pay compare, why nearly every associate is a W-2 employee. Dental practices pay associates.

Sep 4, 2026
US Tax

Buying or Selling a Dental Practice: Valuation, Goodwill, and the Deal Structure That Decides Your Tax Bill

How dental practices get valued, why personal goodwill saves S-corp sellers significant tax, and how purchase price allocation shapes the deal.

Sep 4, 2026
US Tax

DSO Affiliation: State Law, Anti-Kickback Rules, and Tax Planning Before You Sign

Before affiliating with a DSO: corporate practice of dentistry rules by state, anti-kickback and fee-splitting exposure, IRC 269A.

Sep 4, 2026