2,076 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.
Page 67 of 87, newest first.
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.
Cross-BorderToronto's cross-border tax picture includes Ontario's 53.5% top rate, the highest probate fees in Canada, a double land transfer tax.
Cross-BorderVancouver'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.
Cross-BorderWhat a cross-border tax accountant actually handles, how to tell a real specialist from a generalist, what the fees look like.
Cross-BorderThe CRA also receives reciprocal data from the IRS on Canadian-resident accounts held at US financial institutions.
Cross-BorderCanadian returns are due April 30, US returns April 15. Extensions, FBAR, and form-specific deadlines all differ. Here is the full calendar.
Cross-BorderCross-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.
Cross-BorderTuition paid at a school in one country can generate a tax benefit in the other country, but the two systems handle education costs differently.
Cross-BorderWhich exchange rate to use, when to use it, and where the CRA and IRS disagree. The CRA wants Canadian dollars.
Cross-BorderCanada taxes a deemed disposition at death. The US imposes estate tax on worldwide assets (or US-situs assets for non-residents).
Cross-BorderNonqualified deferred compensation (NQDC) plans let employees postpone US income tax on compensation until it is paid out, often years later.
Cross-BorderNo digital nomad rule exists in either tax code. Residency decides who taxes your worldwide income, and work location decides who taxes that pay.
Cross-BorderCPP disability and US SSDI are taxed under the treaty like social security. The Disability Tax Credit (DTC) is Canada-only.
Cross-BorderIf you decided to wind up your Canadian corporation after moving to the US, here are the mechanics: the final T2, the deemed dividend.
Cross-BorderIf you own property in both countries, a single will can work, but two wills (one per jurisdiction) is usually better.
Cross-BorderIf both countries claim you as a tax resident, the Canada-US treaty has a tie-breaker. Here is how each test works and what happens when the tie breaks.
Cross-BorderHow Canadian EI benefits are taxed when you live in the US, how US unemployment benefits are taxed in Canada, and what the treaty says about both.
Cross-BorderThe US uses quarterly estimated payments. Canada uses instalment notices. Here is how both systems work when you file in both countries.
Cross-BorderThe FBAR (FinCEN 114) requires US persons with foreign financial accounts exceeding $10,000 in aggregate to report them.
Cross-BorderJust moved to the US or got a green card? Your first US return is different from every return after it.
Cross-BorderHow the foreign earned income exclusion works for Americans living in Canada. It sounds like a gift for Americans in Canada.
Cross-BorderWhen Canadian taxes paid exceed the US tax on the same income, the excess foreign tax credit does not disappear.
Cross-BorderThe foreign tax credit (FTC) eliminates double taxation by crediting foreign income taxes paid against the US tax on the same income.
Cross-BorderGetting this wrong in either direction (filing when you do not need to, or not filing when you do) creates problems on both the US and Canadian side.