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David Igram,
I called your office today looking to get some general and specific information on taxes. It was suggested by your office I e-mail you my questions, and then maybe also follow-up with a phone call. You have a great web site which is how I found your firm.
My wife and I are dual citizens (Canadian/US) who have been working in the US past 8 years, and we plan on returning to Canada later this year. I am interested in some specific pre-move and after move questions. Specifically rates for general pre move consulting and tax return work to do for both countries for 2005. I tried to down load your article Dual Citizen- the good, the bad, the ugly but could not retrieve it.
Pre-move:
-any steps/actions we should consider prior to moving regarding date leaving (residency), 401K, 529 plan, capital gains or loses, SS, house sale proceeds to minimize tax implications
Post-move
-I need to file taxes every year in both countries, and assume due to higher tax rate in Canada likely will not have additional monies due to US when filing - concern I have is capital gains on stocks
-Can I collect from Canada Pension and SS (I met the minimum points) when I retire
Regards
AXXXXXXXXX
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david ingram replies:
My phone consultation rate would be $350 Canadian out of country and $374.50 Cdn (including GST for those in Canada) for an hour's consultation.
The October 1993 Dual Citizen newsletter should be downloadable or at least printable - you can go direct at: http://www.centa.com/CEN-TAPEDE/October_1993.htm
I need more information to comment about higher taxes in Canada. Because of Alternative Minimum Tax, many are finding a small US tax bill although Congress is supposedly going to reduce this Alternative Minimum Tax.
You can collect from both Social Security and CPP and OAS at the time.
Answers to this and other similar questions can be obtained free on Air every Sunday morning.
Starting this Sunday at 9:00 AM on 600AM in Vancouver, Fred Snyder of Cartier Partners and I will be hosting an INFOMERCIAL but LIVE talk show called "ITS YOUR MONEY"
Those outside of the Lower Mainland will be able to listen on the internet at
www.600AM.com
David Ingram's US/Canada Services
US/Canada/Mexico Tax Immigration & working Visa Specialists
US / Canada Real Estate Specialists
4466 Prospect Road
North Vancouver, BC, CANADA, V7N 3L7
Calls accepted from 10 AM to 10 PM 7 days a week
Res (604) 980-3578 Cell (604) 657-8451
Bus (604) 980-0321
[email protected]
www.centa.com www.david-ingram.com
Disclaimer: This question has been answered without detailed information or consultation and is to be regarded only as general comment. Nothing in this message is or should be construed as advice in any particular circumstances. No contract exists between the reader & the author and any and all non-contractual duties are expressly denied. All readers should obtain formal advice from a competent financial, or real estate planner or advisor & appropriately qualified legal practitioner, tax or immigration specialist in connection with personal or business affairs such as at www.centa.com. If you forward this message, this disclaimer must be included."
This from ask an income tax immigration planning and bankruptcy expert consultant guru or preparer from www.centa.com or www.jurock.com or www.featureweb.com. Canadian David Ingram deals daily with tax returns dealing with expatriate:
multi jurisdictional cross and trans border expatriate gambling refunds for the United States, Canada, Mexico, Great Britain, the United Kingdom, Kuwait, Dubai, Saudi Arabia, South Africa, Thailand, Indonesia, Egypt, Antarctica, Japan, China, New Zealand, France, Germany, Spain, Italy, Russia, Georgia, Brazil, Peru, Ecuador, Bolivia, Scotland, Ireland, Hawaii, Florida, Montana, Morocco, Israel, Iraq, Iran, India, Pakistan, Afghanistan, Mali, Bangkok, Greenland, Iceland, Cuba, Bahamas, Bermuda, Barbados, St Vincent, Grenada,, Virgin Islands, US, UK, GB, American and Canadian and Mexican and any of the 43 states with state tax returns, etc.
income tax wizard wizzard guru advisor advisors experts specialist specialists consultants taxmen taxman tax woman planner planning preparer of Alaska, Alabama, Arkansas, Arizona,
California, Colorado, Connecticut,
Delaware, District of Columbia, Florida,
Garland, Georgia, Hawaii, Idaho, Illinois,
Indiana, Iowa, Kansas, Kentucky,
Louisiana, Maine, Maryland,
Massachusetts, Michigan, Minnesota,
Mississippi, Missouri, Montana, Nebraska,
Nevada, New Hampshire, New Jersey,
New Mexico,New York, North Carolina,
North Dakota, Ohio, Oklahoma, Oregon.
Paris, Rome, Sydney, Australia Hilton
Pennsylvania, Rhode Island, Rockwall,
South Carolina, South Dakota, Tennessee,
Texas, Utah, Vermont, Virginia,
West Virginia, Wisconsin, Wyoming,
British Columbia, Alberta, Saskatchewan,
Manitoba, Ontario, Quebec City,
New Brunswick, Prince Edward Island,
Nova Scotia, Newfoundland, Yukon and
Northwest and Nunavit Territories,
Mount Vernon, Eumenclaw, Coos Bay
and Dallas Houston Rockwall Garland
Texas Taxman and Tax Guru and wizzard
wizard -
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