Americans in Canada who received U.S. payments won't need to include amounts in income
U.S. taxpayers received greater relief for their retirement accounts
These steps can prevent tax surprises
These tax-advantaged savings vehicles can result in a tremendous tax headache
Subtle changes mean clients may want to act soon
If cross-border clients meet the strict requirements and comply, they'll pay no U.S. tax
Accessing coverage is complex, but there are solutions
Key measures benefit the U.S. at Canada's expense
The judge said the affected people have only a limited expectation of privacy in their banking information
The new platform will expand the firm's offering