Being well prepared for the transfer of your business
Tax planning for entrepreneurs retiring/selling biz: tax savings optimizing & trust structures. Learn more about prepping for this important milestone.
31
05, 2023
4
05, 2023
Invitation: Tax, Estate Planning & Ownership Needs in the U.S.
Join us for an exciting discussion with our keynote speaker Shlomi Levy, Partner of Levy Salis LLP, member of the Quebec Bar, the Law Society of Ontario, the Society of Trust and Estate Practitioners, and the Canadian Bar Association.
5
05, 2022
In the Era of Tax Transparency (Part 1)
The Government of Quebec has introduced disclosure obligations with respect to nominee agreements, covered or, confidential transactions and certain specified transactions determined by regulation subject to significant penalties in the event of non-compliance. The federal government recently announced measures similar to Quebec's specified transaction rules, among others, which are currently the subject of public consultations.
17
03, 2022
Canadian Ownership of Roth IRAs and Roth 401k Plans
A number of Canadians who work or have worked in the United States hold Roth IRAs or Roth 401(k) plans. This article identifies the principal U.S. and Canadian tax obligations that apply to Canadian account holders.
28
02, 2022
Ownership of IRAs and 401k Plans by Canadians
Canadians who have previously worked in the United States and have owned IRAs and 401k plans are subject to particular U.S. and Canadian tax obligations.
7
02, 2022
Residential Properties: A New Tax on the Horizon in Canada as of 2022
A new tax could take in effect in Canada as of 2022 which would apply to underused residential properties.
24
01, 2022
Major Changes to Wills and Estates for Ontario Couples Starting January 1, 2022
As of January 1, 2022, important changes for wills and the distribution of estates of Ontario couples came into effect.
24
08, 2021
Join our team
Levy Salis LLP are looking for an associate lawyer and a paralegal to join our creative, hardworking cross border tax and estate planning team.
15
04, 2021
Shlomi Steve Levy and Jean-Noel Ben Hamou in Snowbird Advisor – How Canadian Snowbirds Can Apply to Extend Their Stay in the U.S.
Levy Salis LLP is thrilled to share a special article which Shlomi Steve Levy, partner, and Jean-Noel Ben Hamou, of Counsel to Levy Salis LLP, were invited to prepare for Snowbird Advisor. In this article, they present an often ignored process for Canadians to apply to extend their stay in the United States.
18
03, 2021
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Shlomi Steve Levy interviewed in Snowbird Advisor – Considerations for Canadian Snowbirds Thinking About Staying Away Longer to Avoid COVID Travel RestrictionsShlomi Steve Levy interviewed in Snowbird Advisor – Considerations for Canadian Snowbirds Thinking About Staying Away Longer to Avoid COVID Travel Restrictions
Shlomi Steve Levy interviewed in Snowbird Advisor – Considerations for Canadian Snowbirds Thinking About Staying Away Longer to Avoid COVID Travel Restrictions
Levy Salis LLP is very pleased to share a special interview which Shlomi Steve Levy gave for Snowbird Advisor. In this article, he advises Canadian snowbirds on the US immigration, US tax and Canadian healthcare issues of a prolonged stay in the United States.
