Tax Planning for Canadians
Moving to the U.S.

Our team is here to help take care of all the cross border tax planning required for your move. Whether it is a snowbird wanting to spend more time in the U.S., someone hoping to move closer to family, or a career opportunity that takes one abroad; more and more Canadians are considering the option of making the move to the U.S.

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

With many desirable climates, affordability of real estate and the relatively low tax rates, moving to the U.S. can make sense for many Canadians. However, it is important to consider the complexities that are involved anytime a move to another country is being contemplated. Our team will create a cross border plan to ensure the move is efficient, effective and free from costly errors.

Tax Planning for Canadians Moving to the US

QUESTIONS ABOUT MOVING

Whether still considering the benefits of a move or even if the decision has already been made, an overwhelming list of questions comes to mind. Am I eligible for a visa/green card? How much Canadian departure tax will I owe? Can I obtain health care coverage? What do I do with my Canadian RRSP? What about my other investments, who will manage them in the U.S.? What is the impact to my Canadian pensions? Will I be subject to U.S. estate tax? What happens to my Canadian will? Can I still provide for my heirs who remain in Canada?

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TRANSITION PLANNING

Without careful planning, Canadian’s moving to the U.S. can encounter numerous adverse and unintended consequences that can prove to be costly. In addition, many unique planning opportunities present themselves within a cross border move and it is our team’s unique expertise that can help unlock the full potential of these opportunities. Not only will working with our cross border team help answer all of the questions that arise, creating a plan will ensure each individual situation is optimized and meets your cross border lifestyle goals.

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

TRANSITION PLANNING

Without careful planning, Canadian’s moving to the U.S. can encounter numerous adverse and unintended consequences that can prove to be costly. In addition, many unique planning opportunities present themselves within a cross border move and it is our team’s unique expertise that can help unlock the full potential of these opportunities. Not only will working with our cross border team help answer all of the questions that arise, creating a plan will ensure each individual situation is optimized and meets your cross border lifestyle goals.

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Need Help With Immigration? We Can Help With That Too!

US Work Visa for Canadians

Employment Visa’s

There are several categories of work visas that Canadians are eligible to apply for and work under in the United States.

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US Investment Visa for Canadians

Investor & Business Visa’s

Canadian citizens can acquire a business Visa or Green Card by investing in an existing or starting a new U.S. based business.

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Canadians Moving to the USA

Green Cards

Canadians can acquire a green card through one of the four methods including employment, marriage, family, or investor.

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Contact Our Cross Border Tax Experts

Contact Us For More Information About Tax Planning for Canadians Moving to the U.S.

Moving to the USA

U.S. TRANSITION PACKAGE
For Canadians Moving to the United States

Packages starting at $750

Moving to the United States is not as simple as packing your bags and moving. It requires a significant amount of tax and immigration planning. Our team will help you exit Canada and transfer your financial assets to the United States. This package includes some of, but not limited to the following:

Canadian Exit Strategies & Planning
Preparation & Filing of final Canadian Tax Return(s)
US Tax Planning & Strategies
US Tax Return Preparation
Transfer Assets at Preferred Exchange Rates
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