Serbinski Accounting Firms

Follow up questions: 1. FBAR does not need to be filed for a tax year where I'm not a resident (moving in late 2015, would not meet the SPT for 2015), correct? 2. FBAR signing authority includes accounts to which I have power-of-attorney (correct?); what about accounts where I am named a beneficiary...

Spoke to my brokerage (Scotia iTrade); posting this information here, as I'm sure it will be useful to others as well. Their policy on the matter does require the account holder to provide a U.S. address upon relocation (retaining a Canadian address is not allowed), and the following consequences ap...

For 2015 I am definitely non-resident in US and resident in Canada; key question is about 2016. From http://www.serbinski.com/working-in-usa/canadian-residence-definition.shtml "Where a Canadian resident is absent from Canada (for whatever reason) *** or less than 2 years***, he or she will be ...

Thanks for the prompt reply. I understand the point about California taxes, since the double-taxation provision only shields me from federal taxes, not state. Will I be forced to sell my ETFs in TFSA/RRSP/Non-reg into cash? They're currently at a loss (quite substantial), so selling them before I le...

Hi, I'm a Canadian citizen and have accepted a job offer in the United States; relocating there shortly, via TN1. - Plan to work in the U.S. for a year or two, then come back to Canada; don't plan on pursuing a green card - Single, no dependents; family in Canada - Don't own property - Ontario drive...