Serbinski Accounting Firms

Hello all, I've searched the forums but didn't find any clear answers to these questions. As a US GC holder relocating to Canada are there any general recommendations for dealing with a California Revocable living trust and pour-over will? Should it be revoked? and if so does it need to be done befo...

Thanks guys, I did call Schwab on two separate occasions and was told both times that it was okay for a Canadian resident to manage their retirement accounts at Schwab. I'll have to see if they will give me something in writing. It will likely not be a problem as long as I maintain the GC and have a...

I am actually taking the I-131 option to obtain a 2 year re-entry permit to leave my options open. My understanding is that currently to voluntarily give up the GC you need to file I-407 but also if you are a long-term GC holder (8/15 years) and lose you GC for any reason, form 8854. With form 8854 ...

Thanks Nelson, very helpful as always.

So I guess there are no special considerations with ESPP. If the stock went down sell before leaving, if not keep it until you get to Canada.

J

Hi all, These forums are great and highly informative, thanks everyone for their contributions. I’m currently evaluating a job offer in Canada (Canadian citizen) and will likely accept. These forums have been helpful however I’m still left with a few questions. I am a US permanent resident in th...