The Canadian Snowbird in America

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The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle By Terry F. Ritchie, Brian D. Wruk

Publisher: Ecw Press 2007-12-01 | 240 Pages | ISBN: 1550228048 | PDF | 8 MB


This guide provides a comprehensive overview of financial-management issues for Canadians living in the United States in clear and simple language. Facing unique and challenging tax and financial-planning considerations in each country, this reference has in-depth information on the implications of opening bank and investment accounts in the United States, the management of investment and registered accounts in Canada, cross-border retirement planning, and foreign exchange issues. It includes information on recent changes to the Canada-U.S. income tax treaty and strategies to reduce or eliminate estate taxes on U.S. assets. Through improved awareness of the financial, immigration, health care, insurance, tax, and estate-planning differences between the two countries, snowbirds will learn to make smarter financial decisions and make the most of the dual-residency lifestyle.

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