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.
By Catherine Tremblay| 2023-05-31T15:49:39+00:00 May 31st, 2023|Canadian Tax and Estate Planning, US Tax and Estate Planning|
Tax planning for entrepreneurs retiring/selling biz: tax savings optimizing & trust structures. Learn more about prepping for this important milestone.
By Shlomi Steve Levy| 2023-05-04T14:35:02+00:00 May 4th, 2023|Canadian Tax and Estate Planning|
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.
By Shlomi Steve Levy| 2022-05-05T16:46:25+00:00 May 5th, 2022|Canadian Tax and Estate Planning|
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.
By Sergei Titorenko| 2022-03-17T16:21:36+00:00 March 17th, 2022|Canadian Tax and Estate Planning, US Tax and Estate Planning|
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.
By Sergei Titorenko| 2022-03-01T21:44:47+00:00 February 28th, 2022|Canadian Tax and Estate Planning, US Tax and Estate Planning|
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.
By Shlomi Steve Levy| 2022-02-08T19:10:11+00:00 February 7th, 2022|Canadian Tax and Estate Planning, Tax|
A new tax could take in effect in Canada as of 2022 which would apply to underused residential properties.
By Shlomi Steve Levy| 2022-01-25T14:59:27+00:00 January 24th, 2022|Canadian Tax and Estate Planning, Tax|
As of January 1, 2022, important changes for wills and the distribution of estates of Ontario couples came into effect.
By Sergei Titorenko| 2021-08-25T22:28:19+00:00 August 24th, 2021|Canadian Tax and Estate Planning, Career, US Tax and Estate Planning|
Levy Salis LLP are looking for an associate lawyer and a paralegal to join our creative, hardworking cross border tax and estate planning team.
By Shlomi Steve Levy| 2021-06-17T21:31:20+00:00 April 15th, 2021|Canadian Tax and Estate Planning, In the News, Tax, US Immigration, US Tax and Estate Planning|
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.
By Shlomi Steve Levy| 2021-06-21T20:08:41+00:00 March 18th, 2021|Canadian Tax and Estate Planning, In the News, Tax, US Immigration, US Tax and Estate Planning|
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.