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How Biden's tax proposals could affect U.S. persons in Canada

The Globe and Mail
Brenda Bouw
Published January 6, 2021
ROMAN/iStockPhoto / Getty Images
Financial advisors with clients who are U.S. persons living in Canada need to prepare them for potential tax changes under president-elect Joe Biden’s administration, which is set to take over the White House later this month.
While the likelihood of a divided Congress is expected to dampen or even diffuse some of the tax hikes proposed in the Democrat’s campaign platform, it’s a good time for American ex-pats, particularly the wealthy, to think about their holdings and restructure them as needed.
“For advisors, it’s not about predicting the future, it’s more about sitting down with a client and saying, ‘Here are some probable things that could happen,’ and figuring out how we should be thinking about them and positioning the client for the future,” says Darren Coleman, senior vice-president, private client group, and portfolio manager at Coleman W ....

United States , White House , District Of Columbia , Terry Ritchie , Helena Hanson , Darren Coleman , Joe Biden , Hanson Crossborder Tax Inc , Raymond James Ltd , Cardinal Point Capital Management Inc , Levy Salis , Coleman Wealth , Raymond James , Shlomi Steve Levy , Cardinal Point Capital Management , Hanson Crossborder Tax , Tax Cuts , Jobs Act , President Biden , Globe Advisor , Financial Advisors , Gus Persons , Tax Changes , Qdivided Congress , American Ex Pats , Tax Proposals ,

Globe Advisor's Best of 2020: Top 10 stories on retirement

The Globe and Mail
Published December 21, 2020
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Although 2020 started off just like any other year, we entered uncharted waters in March as the COVID-19 pandemic took hold and wreaked havoc on lives and economies around the world.
To recognize the impact this black swan event had on financial advisors and the way they run their businesses and interact with clients, we looked through the approximately 250 in-depth articles published on Globe Advisor this past year. Throughout the holiday season, we will feature some of the best work we produced during the past year. ....

United States , Darren Coleman , Joseph Nunes , George Hartman , Susan Latremoille , Raymond James Ltd , Market Logics Inc , Actuarial Solutions Inc , Latremoille Begg Group At Richardson , Globe Advisor , Coleman Wealth , Raymond James , Market Logics , Actuarial Solutions , Latremoille Begg Group , Canada Pension Plan , Old Age Security , ஒன்றுபட்டது மாநிலங்களில் , டேரன் கோல்மேன் , ஜோசப் கன்னியாஸ்திரிகள் , ஜார்ஜ் ஹார்ட்மேன் , ரேமஂட் ஜேம்ஸ் லிமிடெட் , சந்தை தர்க்கங்கள் இன்க் , இயல்பான தீர்வுகள் இன்க் , கோல்மேன் செல்வம் , ரேமஂட் ஜேம்ஸ் ,