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
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.
31
08, 2021
Biden tax proposals could have a significant impact on U.S. persons in Canada – Shlomi Steve Levy in The Globe and Mail
Levy Salis LLP is very thrilled to share an interview that Shlomi Steve Levy gave for a special article in the Globe & Mail which was published on August 26, 2021. In this article, he discusses the considerable impact that US President Joe Biden’s proposed US tax reform may have on Americans living in Canada as well as Canadians who own US assets.
8
06, 2021
How proposed US tax changes on the rich compare to tax rates in Canada – Shlomi Steve Levy interviewed in Financial Post
Levy Salis LLP is very pleased to share a special interview which Shlomi Steve Levy gave on the upcoming US tax reform for Jamie Golombek’s column in the Financial Post. In this article, Shlomi Steve Levy provides his insights on how the recently announced US tax reform announced by the Biden Administration will impact Americans living in Canada.
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.
