Things to know before buying property in the U.S.
Real Estate Tax Tips Interview Things to know before buying property in the U.S. On […]
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Estates
2024 Annual Inflation Adjustments from the IRS – Cross-Border Implications
The Internal Revenue Service recently announced 2024 annual inflation adjustments for more than 60 tax
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What is a Transfer Certificate from the IRS
Transfer Certificates are releases of the Federal estate tax lien on a decedent’s property. They are issued by the Internal Revenue Service (IRS). The estate administrator (personal representative, executor, successor t…
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U.S. Estate Planning Checklist for Snowbirds
1. Understand how the U.S. Estate Tax affects your estate.
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(Estate) Tax Treaty Relief for Canadians with U.S. Property
So, you’re the Personal Representative of an estate of a deceased Canadian with a vacation home in Florida (or a cottage in Michigan) with a fair market value on the date of death of $400,000 and an account at Bank of Am…
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Canadians & the U.S. Estate Tax
In a previous post I wrote about the estate & gift tax exemptions increasing in 2018 to over $11,000,000 ($11,700,000 in 2021). However, that threshold for filing an estate tax return and paying estate tax relates to Uni…
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A Biden Administration & the Estate Tax
No matter your political affiliation, a new Presidential Administration comes with questions to which the answers may affect your estate.
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