Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
Passing Down the Family Cottage
9/21/2026
A tax & financial planning perspective.
Tax Planning
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
Cross-Border Investing Canada US 2026 Guide
6/16/2026
Navigate cross-border investing Canada US 2026 with tips for taxes, accounts, residency rules, and smarter portfolio choices for Canadians and U.S. persons.
Tax Planning
2026 Federal Spring Economic Update
4/29/2026
On April 28, 2026, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal government’s 2026 Spring Economic Update.
Tax Planning
2026 Ontario Budget Highlights
3/30/2026
On March 26, 2026, Peter Bethlenfalvy, Minister of Finance, tabled the 2026-27 Ontario budget.
Tax Planning
A Presentation from our Wealth Planning & Tax Consulting experts
3/27/2026
Watch our latest Client Insights webinar.
Tax Planning
2026 Saskatchewan Budget Highlights
3/20/2026
On March 18, 2026, Saskatchewan Deputy Premier and Minster of Finance, Jim Reiter, released the province’s budget for the 2026-2027 fiscal year.
Tax Planning
2026 Quebec Budget Highlights
3/19/2026
On March 18, 2026, Quebec’s Finance Minister, Eric Girard, released the province’s 2026-2027 budget.
Tax Planning
2026 Alberta Budget Highlights
3/2/2026
On February 26, 2026, Alberta’s Minister of Finance, Nate Horner, tabled the province’s 2026 budget.
Tax Planning