Serbinski Accounting Firms

Yes you are correct, he is US-based. I'm now starting to see that I need to get a second opinion from someone who specializes in these types of cross border matters.

Thank you for your assistance.

Thanks!

Yes, the person advising me on this will be paid. This is why I’m trying to do my own research to determine if this makes sense. I was told the primary reason I should do this is for estate tax purposes.

Why would eliminating the estate tax be pointless? Is this because I will be able ...

I’m a US citizen living in the US with a Canadian rental property. I’ve been advised to consider transferring all of my property to a trust to avoid potential US Estate tax. I’m currently way under the estate tax exemption limit, but may reach that amount in the distant future, or the ...

Thanks so much!

Do you think CRA would be able to tell me how much I contributed to an RRSP over my lifetime? They track my contribution limit on my Notice of Assessment each year and might have these records on file?

If not, I suppose I can try to piece this info together with the remaining ...

Hey everyone,

I’m a US citizen living in Canada. I just turned my RRSP into a RRIF and need some help on how to report this income. I completed the required 8891 form every year until they were no longer required. From what I read, only the growth on this account is taxable in the US, is that ...