Save with Tax Planning The team at KeatsConnelly works with legal and accounting firms to plan to successfully reduce your tax liability in the US and Canada to support your cross-border lifestyle with effective and tested tax strategies. ...
Because we specialize in these areas, we have the ability to oversee all of your Canada-U.S. cross-border financial planning complexities. Understand the benefits of working with a Cardinal Point cross-border financial advisorCanadians Living in the U.S. Whether you are transitioning residency ...
Expert financial advice for affluent families with U.S. and Canada interests. Discover our services and featured white papers. Let's talk today.
Cross-Border Financial Planning RetireMitten Financial LLC is an expert in helping families that have worked in both the U.S. and Canada. We help you navigate the financial and tax ramifications of having assets and retirement benefits in both the U.S. and Canada. Ultimately, we help simplify...
Our cross border offering is centered around providing Canadian and US investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.
citizens living in Canada, Canada-U.S. dual citizens, as well as American and Canadian expatriates residing abroad. Our specialization in these areas equips us with the expertise to manage all aspects of your Canada-U.S. cross-border financial planning intricacies. Understand the benefits of ...
, and financial advisors to provide recommendations that meet the goals of our clients in both countries. Our Canada-US cross-border attorneys routinely collaborate across practice areas, and we take the same team-oriented approach in working with Canadian counsel, accountants, and financial advisors...
Whether you are transitioning residency between Canada and the U.S. or you have already made the move, it is important to understand the benefits of a cross-border financial plan. Learn how Cardinal Point can help when holding investment assets or financial interests in the U.S. or Canada....
Pay bills in theU.S.and Canada Buy a vacation property Are you a Canadian working or studying in the U.S.? We can help you: Handle day-to-day banking on both sides of the border Buy a home in theU.S. Take care of yourU.S.investment needs ...
We are a cross border tax, investment, and financial planning firm with consultants having extensive experience working with Canadians moving to the US, Americans moving to Canada, USA citizens living in Canada, and more. Visit our website to know more.