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

Cross-border family and life events

Marriage, divorce, support payments, medical and tuition costs, charitable giving, moving expenses, and income splitting when a family files in both countries.

16 guides, each written by a CPA licensed in the US and Canada.

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

Cross-Border Alimony and Child Support: Tax When Payments Cross the Canada-US Border

Alimony paid across the border is taxed differently in each country. Since 2019, US alimony is neither deductible nor taxable.

Sep 4, 2026
Cross-Border

Cross-Border Alimony vs Child Support: How the Agreement Wording Sets the Tax in Canada and the US

Child support is neither deductible nor taxable in Canada or the US, whatever the agreement date and whichever side of the border each parent lives.

Aug 21, 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 Charitable Donations: Tax Deductions When You Give Across the Canada-US Border

A Canadian can deduct US charity donations only against US-source income. US persons face the same cap on gifts to Canadian charities under Article XXI.

Sep 4, 2026
Cross-Border

Cross-Border Charitable Giving: Strategies for Donors Who File in Both Canada and the US

Give listed shares in kind, use charities recognized on both sides, and plan 2026 US returns around the 0.5% floor. Covers treaty provisions, foreign tax.

Aug 27, 2026
Cross-Border

Cross-Border Divorce: Splitting Retirement Accounts Between Canada and the US

Splitting RRSPs, 401(k)s, IRAs, and pensions in a cross-border divorce triggers treaty, withholding, and rollover rules.

Aug 21, 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 Medical Expenses: Where Do I Claim Them, Canada or the US?

Claim bills where they clear the floor: Canada's credit starts over the lesser of 3% of net income or $2,890 (2026), the US deduction over 7.5% of AGI.

Aug 21, 2026
Cross-Border

Cross-Border Tuition and Education Credits: Canada-US

Tuition paid at a school in one country can generate a tax benefit in the other country, but the two systems handle education costs differently.

Aug 30, 2026
Cross-Border

Gambling and Lottery Winnings Cross-Border: Canada-US Tax

Canada does not tax casual gambling winnings. The US taxes them at 24-30% withholding. A Canadian who wins in the US can recover some or all of the 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

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

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

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

What Are the Kiddie Tax Rules for Children's Unearned Income?

Since 1986, IRC 1(g) has required that a child's unearned income above a threshold be taxed at the parent's marginal rate, not the child's.

Aug 27, 2026

Related topics in Cross-Border