Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621
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 70 of 89, newest first.

Cross-Border

Form 8233: Claiming a Treaty-Based Withholding Exemption on US Income

Form 8233 lets a non-resident alien claim a treaty-based withholding exemption on compensation or independent personal services income.

Aug 30, 2026
US Tax

FIRPTA Withholding and Form 8288: Rates, Deadlines, 8288-B

FIRPTA withholding is 15% of the gross sale price when a foreign person sells US real estate (10% or 0% for some buyer residences). The buyer files Form 8288 within 20 days.

Aug 30, 2026
Cross-Border

Casino and Lottery Winnings: Canada-US Tax Rules

Canada doesn't tax casual gambling or lottery winnings. The US takes 30% of most US winnings from Canadians; a 1040-NR can recover some. US winners of Canadian prizes owe US tax.

Aug 30, 2026
Cross-Border

Getting Married Cross-Border: Tax Implications for Canada-US Couples

Marriage changes your filing status, opens (or closes) elections, and creates new reporting obligations in both countries.

Aug 30, 2026
Cross-Border

Green Card Holder Living in Canada: Tax Obligations

A US green card holder who moves to Canada has the same US filing obligations as a US citizen: worldwide income is reported on a 1040 every year.

Aug 30, 2026
Cross-Border

H-1B and L-1 Visa: Tax Rules for Canadians in Their First US Year

The US tax filing for Canadians on H-1B or L-1 visas. Dual-status returns, full-year election, treaty tiebreaker, and the first-year transition mechanics.

Aug 30, 2026
Cross-Border

Home Office Deduction Cross-Border: Canada-US Rules

Canada allows employees and self-employed individuals to claim home office expenses under ITA 8(13) (employees) and ITA 18(12) (self-employed).

Aug 30, 2026
Cross-Border

How to Report Canadian Income on Your US Tax Return

A practical guide to converting T4, T4A, T3, T5, and T5008 slips into 1040 line items: where each type goes, which exchange rate to use.

Aug 30, 2026
Cross-Border

Income Splitting: Canada vs US Cross-Border Strategies

Canada and the US take opposite approaches to taxing couples. Canada taxes each individual separately, with no joint filing option.

Aug 30, 2026
Cross-Border

Incorporating a Business Cross-Border: Canada vs US

A Canadian resident who forms a US LLC is taxed on the LLC's income in Canada at personal rates, gets no corporate deferral, and may owe US tax too.

Aug 30, 2026
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