Serbinski Accounting Firms

The inheritance is being held and distributed by Morgan Stanley but they will not not open an account for me unless it is $100k since I am in Canada. So what you are saying is to go to a Canadian broker and see if they can handle the stocks..thanks for the suggestion I will try this and let you know...

I am about to receive a sizeable inheritance from my father (US). I am a US citizen working in Canada (under 3 yr work permit) and have been informed by my US reitirement account broker (Vanguard) that I can not add to my exisiting account because I live in Canada. The distribution is 30% stocks, 30...

I agree. The company was supposed to provide tax advice and complete my tax forms but unfortunately the service provided is substandard for my situation.

I have a rather complex situation…yes, that means I am a US citizen working under a work permit (3 year permit) in CA. First, the company transferred me (and my non working wife) to Canada in the beginning of 2007. The process involved creating a separate Canadian employee account since the divisi...