Understanding how Canadian and U.S. tax rules interact will help you avoid surprises and structure your affairs in the most efficient way.

Owning U.S. property or spending extended time in the U.S. can expose you to U.S. estate and gift tax rules. Understanding these thresholds and planning ownership structures in advance can reduce potential exposure.

Please visit our Moving or Travelling to the U.S. section for more information.

If you’re considering a move across the border, contact us early in your planning. We can help you structure your finances for a smoother transition and long-term success in your new home.