Cross-border financial planning! * For snowbirds and permanent residents
* Save money with sound cross-border financial planning
* Get the best from both countries
* Learn tips on investing in real estate
You won't want to leave home without it!
In this informative guide, noted financial planner and columnist Robert Keats teaches you everything you need to know about cross-border financial planning. You'll learn how to:
* Avoid getting caught by fluctuations in Canadian currency
* Qualify for old-age and social security benefits on both sides of the border
* Get the best from both the Canadian and U.S. medical systems--without the disadvantages of either
* Buy a retirement home and deduct the mortgage interest from your Canadian tax return
* Receive your Canadian pensions in the U.S. -- almost tax-free!
* Make U.S.-based investments that are exempt from U.S. income tax and filing requirements
* Use the new U.S.-Canada Tax Treaty to receive the equivalent of an unlimited capital gains exemption
* Alleviate your tax burden when you return to Canada after an extended stay in the U.S.
. . . and much, much more!
This updated edition includes extensive new information on the Canada/US Tax Treaty, the impact of the higher Canadian dollar, new border issues since 9/11, and many small regulatory changes that are needed to keep the book current.
Don't make a run for the border without The Border Guide in hand!
