Bare Trusts and Cross-Border Trusts: New Reporting Requirements Coming into Effect in 2023
Navigate 2023 reporting changes for Bare Trusts and Cross-Border Trusts with Levy Salis LLP. Ensure T3 compliance and personalized advice.
By Shlomi Steve Levy| 2023-12-07T17:33:46+00:00 December 6th, 2023|Canadian Tax and Estate Planning, US Real Estate for Canadians|
Navigate 2023 reporting changes for Bare Trusts and Cross-Border Trusts with Levy Salis LLP. Ensure T3 compliance and personalized advice.
By Shlomi Steve Levy| 2023-11-06T20:53:32+00:00 November 6th, 2023|Canadian Tax and Estate Planning, US Real Estate for Canadians, US Tax and Estate Planning|
Sophie Lalonde, Founder at 3D Financial, and Shlomi Steve Levy, partner at Levy Salis LLP, bring you a special collaborative article. In this article, they delve into the intricate world of cross-border inheritance, focusing on Canadians with U.S. beneficiaries. Explore the nuanced tax, legal, and financial challenges in this informative piece.
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.