Cross-Border Families
When family members live, work or winter outside Canada, or hold assets abroad, the family’s Canadian tax and reporting have to reflect it.
What Changes Across a Border
Before Someone Leaves Canada
We work out what the move means for the family’s Canadian tax, and what to settle before it happens.
When Someone Moves to Canada
We record values on arrival, so Canadian records start from the right figures.
Time Spent in the United States
We keep a running count of days, so any US filing that becomes necessary is spotted in time.
US Citizens and US-Born Family Members
We identify which Canadian companies and trusts may carry US reporting, and who prepares it.
US Assets
We raise how US shares or property fit the estate plan with your professionals, early.
Holdings Outside Canada
We keep a record of assets held abroad, so they appear in the family’s Canadian reporting.
How We Help
We handle the Canadian side and raise cross-border questions before a move, gift or sale.
Cross-Border Tax
We plan a move before it happens and count US days through the year.
One Plan for Your Advisors
We track and answer requests between your US preparer and Canadian professionals.
Bookkeeping and Tax Compliance
We keep Canadian books and returns, with each currency recorded where it is held.
Your US preparer handles the US returns, and we supply the Canadian information they need.
Across the Border
Start with where family members live and what is held outside Canada.