Your Move to Canada: Navigating the Cross-Border Financial and Tax Aspects of a Move from the U.S.
Language: English
Published by Sonya Dolguina and Clark Linton, 2025
- Softcover
- New
Seller: Revaluation Books, Exeter, United KingdomRevaluation Books
AbeBooks seller since January 6, 2003
Condition: New
£ 38.34
Quantity: 2 available
Add to basketItem description from seller
458 pages. 6.00x0.93x9.00 inches. In Stock.
Seller Inventory # x-1067556303
- Title
- Your Move to Canada: Navigating the Cross-Border Financial and Tax Aspects of a Move from the U.S.
- Author
- Dolguina, Sonya (Author)/ Linton, Clark (Author)
- Publisher
- Sonya Dolguina and Clark Linton
- Publication year
- 2025
- Condition
- Brand New
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1067556303
- ISBN 13
- 9781067556303
- Item weight
- 0.61 kilograms
Managing finances and taxes on both sides of the border can be complex and overwhelming, but with proper planning and professional guidance, costly surprises can be avoided. This book is a comprehensive guide to navigating the financial and tax complexities of moving between the U.S. and Canada.
Whether you're an American relocating to Canada or a Canadian returning home after living in the U.S., this resource equips you with the tools to make informed, strategic decisions. Co-authored by a cross-border tax professional and one of Canada's top cross-border wealth managers, it draws on their experience helping hundreds of individuals and families manage this transition with confidence.
Inside, you'll find guidance on key topics such as:
- Tax planning strategies that align Canadian and U.S. tax rules to minimize taxation, grow your wealth, while staying compliant with tax authorities
- What to do with your various financial accounts, which may include non-qualified investments, retirement accounts such as IRAs and 401(k)s, Roth IRAs, and assets held in revocable living trusts
- How to utilize Canadian accounts like RRSPs and TFSAs in a strategic way while accounting for U.S. tax laws that may still apply if you're a U.S. citizen or green card holder in Canada
- Financial planning to determine ideal income streams, including retirement planning with Social Security and coordinated withdrawals from your investment accounts
- How to build a cross-border investment strategy that maximizes after-tax growth between your various accounts
- Real estate considerations on both sides of the border
- Advanced planning topics including gift and estate planning, cross-border philanthropy, and U.S. expatriation
And much more.
This book takes you through the full journey, from understanding why people move to Canada, to exploring the financial tools available, and mastering the intricacies of cross-border wealth and tax planning.
Whether you've already moved or are still in the planning stages, this guide is an essential resource for individuals, tax professionals, and personal finance advisors.
"Synopsis" may belong to another edition of this title.
About the Author
Clark is a CFA Charterholder and Chartered Retirement Planning Counselor (CRPC) with nearly three decades of experience helping clients build and preserve wealth across borders. Over his career, he has advised individuals and families on investment management, retirement planning, and complex cross-border financial strategies, combining a disciplined portfolio approach with thoughtful, personalized advice.Clark has spent most of his career with a major Canadian investment firm, where he works closely with clients in both Canada and the United States to integrate tax-aware investing, retirement income planning, and estate considerations into cohesive long-term strategies.He has been quoted in The Globe and Mail on investment and financial planning topics and is passionate about simplifying complex financial issues so clients can make confident, informed decisions. Through this book, he hopes to share practical insights gained from years of guiding clients through life's major financial transitions.
"About the title" may belong to another edition of this title.
Revaluation Books
Exeter, United Kingdom
AbeBooks seller since January 6, 2003
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Edward Bowditch Ltd
Exstowe, Exton
Exeter, United Kingdom EX3 0PP
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