About a year ago, I received a call from someone who had found my website. He was in a panic because he had just moved back to Canada and was now receiving a $60,000 tax bill from the U.S. Ken had just moved back to be closer to his grandkids, and he had no idea that the move may be costing him $60,000. Even worse, with a little planning, Ken may have been able to return to Canada with no tax bill.
In this video, we discuss the following:
– Understanding the Exit Tax
– Timing Strategies
– Tax Planning Strategies Before Moving Back to Canada
– Managing your U.S. Investment Accounts in Canada
Click on the picture below to start the video.
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