Cross Border Living and Tax
Planning for Canadians

Millions of Canadians live a cross border lifestyle spending up to 6 months per year in the U.S. Our team will assist in implementing and developing an efficient cross border strategy for you and your family. They work with you to legally and successfully reduce your tax liability in the U.S. and Canada to support your cross border lifestyle.

Tax Planning for Canadians Living a Cross Border Lifestyle

Canada to USA was established to provide a trusted one stop resource to comprehensive cross border tax planning for Canadians living a cross border lifestyle. We highly recommend speaking to our cross border tax experts to ensure you have a well structured cross border financial plan to eliminate any current or future tax issues.

Cross Border Living and Tax Planning for Canadians

THE CROSS BORDER LIFESTYLE

Some clients dream of retiring in the south. Others yearn to own a home in the sun to which they can repeatedly return. Owning a vacation property south of the border can provide a strong sense of stability and comfort to Canadians travelling in seek of relaxation and a break from harsh weather and the chores of daily life. Our goal is to ensure that clients’ ownership of U.S. vacation property remains as stress-free as possible. We assist clients by working to alleviate the tax and legal implications of a cross border lifestyle.

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OWNING U.S. REAL ESTATE

Canadians who own U.S. property may also be subject to U.S. estate tax. This tax is based on the fair market value of all U.S. assets owned at the time of death. It can climb up to 40% depending on the value of the U.S. asset and the value of the worldwide estate. Only Canadians who exceed the worldwide estate exemption are subject to U.S. estate tax. This exemption varies with inflation and can change drastically when new laws are passed in the U.S. In order to eliminate or minimize the burden of U.S. estate tax, incapacity hearings and probate, our team may recommend that clients own U.S. property other than in their personal names, such as in a Cross Border Trust.

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Tax Planning for Canadians Moving to the U.S.
Tax Planning for Canadians Moving to the U.S.

OWNING U.S. REAL ESTATE

Canadians who own U.S. property may also be subject to U.S. estate tax. This tax is based on the fair market value of all U.S. assets owned at the time of death. It can climb up to 40% depending on the value of the U.S. asset and the value of the worldwide estate. Only Canadians who exceed the worldwide estate exemption are subject to U.S. estate tax. This exemption varies with inflation and can change drastically when new laws are passed in the U.S. In order to eliminate or minimize the burden of U.S. estate tax, incapacity hearings and probate, our team may recommend that clients own U.S. property other than in their personal names, such as in a Cross Border Trust.

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Contact Our Cross Border Tax Experts

Contact Us For More Information About Cross Border Tax Planning for Canadians

Cross Border Tax Plan for Canadian Snowbirds

SNOWBIRD TAX PACKAGE
For Canadians Living a Cross Border Lifestyle

Packages starting at $750

If you are a Canadian snowbird who lives in the U.S. for the winter months each year, there are a number of tax issues that can arise. Our team will manage your cross border tax plan to ensure you have everything in order. This package includes some of, but not limited to the following:

Full analysis on US Tax Residency
Analysis on options available to avoid US tax residency
Closer Connection analysis, determination and filing
US Tax Return Preparation & Filings
Canadian Tax Return Preparation & Filings
FREE 1 Year Discount Travel Membership