How to Sign Up for RJ Client Online Access
2/11/2025
Raymond James
Tax Considerations for Canadians Selling Their U.S. Properties
2/24/2025
Owning a U.S. property and travelling south to enjoy the sunshine...
Tax Planning
Insights and Strategies
2/14/2025
Tariffs continue to cloud an otherwise good outlook.
Markets & Investing
Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Is there a downside?
Tax Planning
Market Perspectives
2/4/2025
Navigating the unfolding trade war.
Markets & Investing
Navigating US Expatriation for Canadians
Considering giving up your US citizenship or Green Card?
Tax Planning
Top 5 Cyber Threats to Data Privacy (And How to Protect Yourself)
1/27/2025
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
Life Events, Lifestyle & Technology
Insights and Strategies
1/15/2025
Our 2024 Recap and 2025 Outlook.
Markets & Investing
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
