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Keyword: Snowbirds

16 results found

Picking a retirement community will determine your clients’ qualities of life for the rest of their years.

  • By: Staff
  • April 25, 2014 August 21, 2018
  • 10:37

Many U.S. advisors are reviewing clients' portfolios due to American tax changes made over the last year.

  • By: Staff
  • April 24, 2014 August 21, 2018
  • 05:59

How to file Canadian income tax

Canada and the U.S. are implementing new border rules, and how officials will track travel has serious implications for snowbirds.

  • By: Staff
  • March 12, 2014 August 21, 2018
  • 11:09

If your U.S. taxpayer clients hold Canadian mutual funds outside registered accounts, listen up.

You can escape the cold, but you can’t escape taxes.

  • By: Staff
  • January 8, 2014 August 21, 2018
  • 10:00