2015 Q1 Economic Update

2015 Q1 Economic Update from Transition Financial Advisors, Inc. Despite a bumpy ride throughout 2014, stocks around the world rose for a third consecutive year amid healthy corporate earnings, falling interest rates, and resurgent mergers and acquisition activity....

5 Options for Americans not Filing with the IRS

Five options for Americans not filing tax returns (or filing incorrectly) with the IRS So what if you are one of the thousands of American citizens, derivative citizens, or green card holders living in Canada that haven’t filed U.S. tax returns with the IRS? Or...

IRS PFIC – Understanding the Rules

Understanding the Passive Foreign Investment Company (PFIC) Rules and Regulations   Whole Article Background While many parts of the U.S. tax code are both convoluted and harsh, the IRS regulations involving the treatment of PFICs – Passive Foreign...

US Health Insurance for Canadians

What does Obamacare Mean for Canadians?   Health insurance for Canadians moving to the U.S. has always been a problem . . . until now. In my books The Canadian in America and The American in Canada, I list two things as “must haves” before you can even consider a...

Welcome to our Blog

Welcome to our blog post…   We have started this blog to provide pertinent information to those moving between Canada and the U.S. and the professionals serving them. We hope you will join us on LinkedIn, Facebook, Twitter and Pinterest as we will be...