T3 Exemptions for Bare Trusts 2024
Discover the 2024 T3 exemptions for bare trusts, CRA reporting updates, and proposed amendments. Contact Levy Salis LLP for expert tax advice.
19
11, 2024
31
10, 2024
Reporting Beneficial owners for US companies
New U.S. regulations now require many companies to disclose their beneficial owners to FinCen, increasing transparency to help combat financial crimes. Understand the requirements and deadlines to stay compliant.
6
11, 2023
Cross-Border Inheritance: Navigating Tax and Legal Implications for American Beneficiaries of Canadian Estates
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.
31
05, 2023
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.
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.
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.
23
07, 2020
CRA Launches Massive Examination of Canadians Owning US Real Estate
Canadians who own US real estate should be aware of the Canada Revenue Agency’s significant push to collect information on them. To know more, read this article.
