{"product_id":"your-move-to-canada-navigating-the-cross-border-financial-and-tax-aspects-of-a-move-from-the-u-s-9781067556303","title":"Your Move to Canada: Navigating the Cross-Border Financial and Tax Aspects of a Move from the U.S.","description":"\u003cp\u003e • Author(s): Sonya Dolguina | Clark Linton\u003cbr\u003e • Publisher: Sonya Dolguina and Clark Linton\u003cbr\u003e • Publisher Imprint: Sonya Dolguina and Clark Linton\u003cbr\u003e • BISAC: Personal Finance - Taxation\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eManaging 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. \u003c\/strong\u003eThis book is a comprehensive guide to navigating the financial and tax complexities of moving between the U.S. and Canada.\u003c\/p\u003e\u003cp\u003eWhether 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.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eInside, you'll find guidance on key topics such as: \u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eTax planning strategies that align Canadian and U.S. tax rules to minimize taxation, grow your wealth, while staying compliant with tax authorities\u003c\/li\u003e\n\u003cli\u003eWhat 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\u003c\/li\u003e\n\u003cli\u003eHow 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\u003c\/li\u003e\n\u003cli\u003eFinancial planning to determine ideal income streams, including retirement planning with Social Security and coordinated withdrawals from your investment accounts\u003c\/li\u003e\n\u003cli\u003eHow to build a cross-border investment strategy that maximizes after-tax growth between your various accounts\u003c\/li\u003e\n\u003cli\u003eReal estate considerations on both sides of the border\u003c\/li\u003e\n\u003cli\u003eAdvanced planning topics including gift and estate planning, cross-border philanthropy, and U.S. expatriation\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eAnd much more.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003eWhether 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.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e","brand":"Sonya Dolguina and Clark Linton","offers":[{"title":"Paperback","offer_id":47887802892439,"sku":"9781067556303","price":2525.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0666\/3471\/1191\/files\/9781067556303.webp?v=1781161580","url":"https:\/\/atlanticbooks.com\/products\/your-move-to-canada-navigating-the-cross-border-financial-and-tax-aspects-of-a-move-from-the-u-s-9781067556303","provider":"Atlantic Books","version":"1.0","type":"link"}