Brian Wruk’s acclaimed book has been updated with info on the IRS’ global FATCA initiative and how you can get into compliance with the IRS, sometimes with no penalties. It also contains all the 2015 tax, estate, and pension numbers as well as outlines the...
Dear [wpmlfield name=”firstname”] Thank you for your interest in Transition Financial Advisors Group Canadian in American financial planning services. As requested, please download your copy of the Pathways to USA Sample Financial Plan. I sincerely hope...
We have posted a new blog entitled, “Why You Don’t Lose Money On Currency Exchange” to our website. In it we discuss how currency exchange works, what really happens when you exchange currency, factors that can affect currency valuations, and what...
Much has been made in the media lately about the IRS coming after Americans living in Canada (and abroad) through the Foreign Account Tax Compliance Act (FATCA). Starting July 1, 2014, most Canadian financial institutions will begin reporting any accounts associated...