Serbinski Accounting Firms

When you mean closing, you mean withdrawing to a 0 balance or physically closing an account?

My spouse and I are moving to the US this year (on TN/TD respectively). We both have TFSAs holding securities (blue chip stocks and MFs). I know that we obviously cannot buy/sell while residents of the US (but plan to eventually move back to Canada). TFSA are taxable in the US but are they taxable o...

Well most probably then it would be best to claim residency in US during that year (if possible), we do plan to return to canada eventually. So based on this info, I've actually got some more questions (this might be better suited for another thread). Our jointly owned home in Canada will hopefully ...

Nelsona, Thanks for all those pieces of advice. In a nut shell, particularly in 2011 (to be filed in Spring 2012 year) she would have the option of being a resident in either country. In the interest of maintaining residency in Canada; would you be able to refer me to any information about how US no...

I've done some research on this subject, but to date have not gotten a complete picture of the taxation story. So here goes my story; any advice is appreciated! Both my wife and I currently live in Canada (Canadian citizens/residents). She has currently been offered a position with a US employer und...