Serbinski Accounting Firms

OK so lets take a simple example. Starting with 2 Account each with 10000 bbok value, Accoutn 1 gaining 3000, Account 2 losing 3000: Account: 1 Distribution Received: 7a) 13000 Taxable Distribution 7b) 3000 Account 2: Distribution Received: 7a) 7000 (Account Lost 3000) Taxable Distribution 7b) 0 If ...

Can you recommend an accountant that works by the ruiles you mention? I have seen so far some that either: 1 - Want to look only at contributions (rather than Book Value at time of crossing the corders) regardless of the fact that I contributed as a Canadian Resident and not a US person. That's almo...

Thank you Nelsona. Yes, I factored in the Exchange now (Time collapsed) and then (Time became US resident). However, 1- One of the accounts are in my wife's name (Spousal RRSP which I created and contributed to) and only that one made money, the rest all lost. 2 - One of the Account (LIRA) I did not...

(Reposting as a new topic from another thread) I have multiple RRSP Account which I collapsed recently. One of the accounts had increased in value over book value (since I Became US Resident) and the rest all dropped. When accounting for the taxable amount from all the accounts would that be the agg...

I have multiple RRSP Account which I collapsed recently. One of the accounts had increased in value over book value (since I Became US Resident) and the rest all dropped. When accounting for the taxable amount from all the accounts would that be the aggregate of (final value - book value) for all ac...