Whether you're a Canadian snowbird spending winters in the USA, or an American looking to move to Canada, the Snowbirds Expats Radio Podcast is loaded with useful information to guide you. Gerry Scott, the host of this podcast, works with Canadian and US clients as a cross border advisor with one of Canada’s largest and most respected wealth management firms. The Snowbirds Expats Radio Podcast is brought to you by the Snowbirds US Day Tracker and the Canada Physical Presence Tracker apps. The Snowbirds US Day Tracker app helps you track the number of days you’re spending in the USA, which is essential to avoid being classified by the IRS as a US resident for tax purposes. The Canada Physical Presence Tracker is the easiest and most reliable way to track your physical permanent days for the purpose of renewing your permanent residence card (maple card). Simply enter the days into the calculator and track the progress as you get closer and closer to becoming a full time resident of Canada. Both apps offer a wide variety of services that include, USD exchange, tax and legal services, Real Estate, Medical Tourism, and more. Download them today on your iPhone or Android.
How do rising tariffs between the U.S. and Canada really impact your wallet—and your winter lifestyle?In this episode, host Gerry Scott welcomes international trade and tax professional, Dan Kiselbach of Miller Thomson to break down what snowbirds and Canadian retirees need to know about the shifting trade landscape. From the price of beer to cross-border legal protections, this conversation unpacks the real-life implications of tariffs, currency instability, and political shifts.Whether you winter in Florida or invest across borders, this episode offers valuable insight on protecting your financial future.Key Takeaways:Tariffs are driving up consumer prices—especially in everyday goods.Canadian retirees could feel the pinch on both sides of the border.Canada's retaliatory moves are precise and strategic.Legal protections for Canadians exist under trade agreements.Currency fluctuations may weaken spending power in the U.S.Investment opportunities may shift with trade uncertainty.Political predictions lean toward continued liberal leadership.Historical tariffs continue to shape today's economy.Delaware remains a popular business base thanks to its legal structure.
Gerry Scott and Toronto Mike discuss the 2025 Canadian federal election, how the country came to be so divided, and what should be done to unite the true north strong and free.
How does the Windfall Elimination Provision affect Canadians collecting both CPP and U.S. Social Security—and what's changing?In this episode of Snowbirds Expat Radio, host Gerry Scott is joined by guest Sharon Conrod, CPA of Hanson Cross-border Tax Professional Corporation for an in-depth conversation about the Windfall Elimination Provision (WEP) and its implications for cross-border retirees. Together, they explore the history of WEP, recent updates, and how these changes may benefit Canadians who have worked in both countries.The discussion also touches on the Government Pension Offset (GPO), the differences between U.S. and Canadian retirement systems, and the importance of understanding how these policies intersect.If you're planning your retirement across borders—or already collecting benefits—this episode provides timely insight into how these evolving rules may impact your financial planning.Key Takeaways:WEP was designed to adjust U.S. Social Security benefits for individuals receiving non-covered pensions, like Canada's CPP.Recent changes may help reduce the impact of WEP for many Canadian retirees.The Government Pension Offset (GPO) affects spousal benefits and operates separately from WEP.Understanding the WEP calculation formula is essential to estimate your actual benefits.Political developments may influence the future of WEP and Social Security rules.Comparing CPP and U.S. Social Security isn't always straightforward due to structural and tax differences.Canadian residents can now apply for CPP without worrying about automatic reductions to U.S. benefits.
In this episode, host Gerry Scott is joined once again by Aaron Dawes, a cross-border tax specialist with Smythe LLP, for Part 2 of their discussion on estate planning across the U.S.-Canada border.This conversation dives into the complexities that arise when Canadian children inherit assets from American parents—a growing issue in cross-border wealth management. Aaron breaks down the tax implications, planning considerations, and often-overlooked pitfalls families face when navigating real estate, IRAs, cash inheritances, and U.S. estate tax rules. He also emphasizes the critical role of cross-border tax advisors and estate lawyers in avoiding delays, penalties, or double taxation.
Ever wondered what really happens when a U.S. citizen inherits assets from their Canadian parents?Spoiler: it's not as simple as you'd think.In today's episode, host Gerry Scott sits down with Aaron Dawes, cross-border tax expert from Smythe LLP, to unpack the increasingly common—but often misunderstood—scenario of U.S. individuals inheriting Canadian assets. With more families living cross-border lifestyles and adult children relocating south, questions around tax, compliance, and estate planning have taken on a whole new level of complexity.Aaron breaks down what Americans need to know when it comes to Canadian inheritances—covering everything from brokerage accounts and real estate to RRSPs and even mutual funds (hello, PFIC reporting!). He also shares important guidance for Canadian parents who want to ensure their U.S.-based children don't end up tangled in unnecessary tax trouble.Plus, they touch on the rise of dual-country living, why California residents often get the short end of the treaty stick, and what both sides of the border can do to minimize the risk of double taxation.Whether you're the beneficiary, the planner, or somewhere in between, this episode will give you a better understanding of the tax landscape and how to protect your assets—and your sanity.Key Takeaways:What U.S. beneficiaries need to report when inheriting Canadian assetsWhy Canadian mutual funds can trigger complicated (and costly) U.S. tax filingsHow the Canada–U.S. tax treaty works—and when it doesn'tThe role of executors and why residency mattersSteps Canadian parents can take now to ease the future burden on their U.S. childrenAbout the Guest:Aaron Dawes, CPA, is a partner at Smythe LLP, a British Columbia-based accounting firm with offices in Vancouver, Langley, and Nanaimo. Specializing in U.S.-Canada cross-border taxation, Aaron works closely with families and business owners navigating complex estate, income, and compliance matters across borders.Next Episode Teaser:Stay tuned for part two, where we flip the script: What Canadian beneficiaries need to know when inheriting from U.S. parents—especially when irrevocable trusts come into play.
What happens to your estate and taxes if you're a Canadian living in the U.S.?
In this episode of Snowbirds Expat Radio, host Gerry Scott sits down with tax expert Robert Clegg to unpack the Net Investment Income Tax (NIIT) and how it affects American expatriates—particularly those living in Canada. They explore how this tax applies to real estate transactions, investment income, and the risk of double taxation, as well as the latest updates on foreign tax credits and tax treaties.Robert also provides insights into the complex process of renouncing U.S. citizenship, explaining both the legal and tax considerations. With recent court rulings potentially altering foreign tax credit applications, this episode is a must-listen for expats looking to navigate U.S. tax laws effectively.Key Takeaways:✅ What is the NIIT? – The Net Investment Income Tax applies to passive income, including real estate sales and investment gains.✅ Double Taxation Risks – U.S. citizens in Canada may face double taxation, as foreign tax credits do not currently apply to NIIT under IRS rules.✅ Real Estate & NIIT – The sale of real property is considered passive income, making it subject to NIIT taxation.✅ Foreign Tax Credits & Court Rulings – While NIIT does not qualify for foreign tax credits, recent legal decisions may change how the tax is applied to expats.✅ Renouncing U.S. Citizenship – Robert explains why the process is becoming more complex and requires careful tax and immigration planning.✅ Tax Treaties & Expats – Tax treaties between the U.S. and Canada help reduce double taxation, but gaps still exist, especially for investment income.✅ Why Was NIIT Introduced? – Originally implemented to fund healthcare subsidies under the Affordable Care Act, NIIT has had unintended tax consequences for expats.
What would you do if you got into an accident while driving in the U.S.? Would your Canadian insurance cover you? Do you know your legal rights? In this episode of Snowbirds Expat Radio, host Gerry Scott sits down with cross-border personal injury lawyer Andrew Iacobelli to break down the complexities of legal issues faced by Canadians traveling to the United States. They explore key differences between the Canadian and American legal systems, how insurance policies work across borders, and the most common mistakes Canadians make when dealing with accidents abroad. Andrew shares expert advice on underinsured motorist coverage, travel health insurance, and how public adjusters handle claims in the U.S.Key Takeaways:✅ Canadians need to understand their legal rights when traveling in the U.S.✅ Damage awards in the U.S. are significantly different from those in Canada.✅ Renting a car in the U.S. can create unexpected insurance complications.✅ No-fault insurance in British Columbia has specific implications for travelers.✅ The majority of legal inquiries from Canadians involve car accidents.✅ Underinsured motorist coverage is often overlooked but crucial.✅ Misconceptions about legal support can lead to poor decisions post-accident.✅ Travel health insurance is essential for Canadians visiting the U.S.✅ Owning a car in the U.S. can limit rights under Canadian insurance policies.✅ Public adjusters play a key role in property damage claims in the U.S., unlike in Canada.Why This Matters for Snowbirds & Expats:If you travel frequently between Canada and the U.S., understanding these legal and insurance nuances can help you avoid costly mistakes and ensure you're adequately protected. Whether you're renting a car, dealing with an accident, or navigating an insurance claim, this episode provides crucial insights to keep you informed and prepared.
In this episode, host Gerry Scott is joined by Carol Sadler, CPA from Achen Henderson CPAs to break down the complexities of estate and death taxes for Canadians with U.S. ties. They explore the differences between Canada's death tax and the U.S. estate tax, the importance of final returns, and the role of trusts in estate planning. The discussion also covers the challenges of managing estates in blended families and why professional guidance is crucial for navigating cross-border tax implications. Canada doesn't have an estate tax, but a deemed disposition of assets at death may trigger capital gains taxes. All income up to the date of death must be included in the final tax return, and an estate tax return is required for any ongoing estate administration. U.S. individuals dealing with foreign trusts may face added tax complications, particularly with Passive Foreign Investment Company (PFIC) rules affecting certain trusts and mutual funds. Estate distributions also require clearance certificates from the Canada Revenue Agency (CRA) to ensure all taxes are settled before assets can be transferred to beneficiaries. Carol explains how trusts can be powerful tools, especially for blended families, allowing for structured asset management while minimizing tax burdens. However, improper distributions can lead to unintended tax consequences, making professional advice essential for compliance and long-term planning.
In this episode of the Snowbirds Expat Radio Podcast, hosts Gerry Scott, Kirill Chistyakov, and Logan Cerelli-Lough dive deep into the intricacies of cross-border taxation for snowbirds. They cover essential topics like the 183-day rule, the Substantial Presence Test, and the importance of filing the 8840 form for U.S. tax compliance. The hosts discuss the impact of exceeding the 183-day threshold, maintaining closer ties to Canada, and best practices for filing tax forms with the IRS. They also highlight the importance of tracking days, foreign asset disclosure, and the unique challenges Americans living in Canada face. Key Takeaways: - The 183-day rule is crucial for determining tax residency. - Filing the 8840 form is a must for snowbirds to maintain tax status. - The IRS does not notify receipt of forms, only issues. Keep records for peace of mind. - Every state in the U.S. has its own tax rules—be sure to stay informed. - I am professional help for complex tax issues. - The 12-month rolling calendar is important for immigration status and tax implications. - Foreign asset disclosure is a priority for the IRS. - Track your days carefully to avoid unintended tax consequences. - Understanding tax implications is key to a stress-free, compliant cross-border lifestyle. Tune in for all the insights you need to navigate the complexities of cross-border taxation!
Can Canadian Shareholders in U.S. Corporations Avoid Costly Tax Pitfalls?In this episode, Gerry Scott is joined by Alessandro Setola of Baker Tilly GWD LLP to explore the complexities of cross-border taxation. The discussion centers on the unique challenges faced by Canadian shareholders with stakes in U.S. corporations, particularly the implications of Controlled Foreign Corporations (CFCs) and the severe penalties for non-compliance. Alessandro highlights how Baker Tilly GWD LLP helps clients successfully navigate these intricate tax regulations and avoid financial missteps. The conversation also covers the impact of phantom income, the importance of understanding the Canada-U.S. tax treaty, and the critical role of professional guidance in managing cross-border tax obligations. Key Takeaways: Navigating Cross-Border Taxation: Canadian shareholders must contend with U.S. tax regulations, particularly in relation to CFCs, which can be complex and carry significant implications. Mandatory U.S. Tax Filing: Shareholders of U.S. corporations are required to comply with IRS filing requirements to avoid substantial penalties. Tax Treaties in Action: The Canada-U.S. tax treaty is crucial for minimizing double taxation, but applying it correctly requires expertise. Costly Non-Compliance: Penalties for failing to adhere to U.S. tax laws start at $10,000, emphasizing the importance of compliance. Phantom Income Challenges: Shareholders can face tax liabilities even without receiving distributions, making proactive planning essential. Expert Support: Baker Tilly GWD LLP offers tailored guidance to help clients understand and manage their cross-border tax obligations. Planning for U.S. Relocation: Canadians planning to move to the U.S. must navigate dual tax systems and their associated complexities. Simplification Hopes: While the current regulatory environment is complex, there is optimism for streamlined U.S. tax rules in the future. Professional Guidance Matters: Leveraging the expertise of professionals like those at Baker Tilly GWD LLP is key to avoiding costly errors and ensuring compliance. This episode offers valuable insights and practical advice for Canadian shareholders looking to manage the complexities of U.S. taxation effectively.
In this episode of the Snowbirds Expat Radio Podcast, hosts Gerry Scott chats with Terra Estep, and Ed Schmidt from PCB Freight to unpack the complexities of shipping pets and vehicles between Canada and the United States. Whether you're a seasoned snowbird or preparing for your first cross-border adventure, this episode is packed with practical advice to simplify the process. From understanding quarantine regulations for pets (including service animals) to navigating customs and import duties for vehicles and household goods, this conversation covers everything you need to know. The hosts also discuss the critical role of customs brokers in ensuring compliance and how political changes can affect tariffs and customs processes. Listen and Learn: The specific quarantine requirements for shipping pets to Hawaii. Why service animals may have different quarantine protocols. How customs brokers assist with paperwork and compliance for pet transportation. The six-month rule for Canadians bringing vehicles into the U.S. without import duties. Guidelines for importing household goods with the proper immigration status. How a tax ID can streamline the import of personal goods into the U.S. The importance of understanding regulations to avoid costly mistakes. How political changes can influence tariffs and customs procedures. Why customs brokers are essential for smooth cross-border transactions. Tune in to gain the knowledge you need to navigate the intricacies of cross-border shipping with ease. Whether you're relocating, snowbirding, or planning a long-term stay, this episode has you covered!
Moving abroad can be an exciting adventure, but it also comes with complex financial and tax implications. In this episode, we sit down with Franceska Pimentel, an international tax expert, to explore the critical considerations for individuals relocating overseas. From understanding double taxation to navigating exit taxes, Franceska provides a comprehensive look at the intricacies of international tax planning. Whether you're contemplating expatriation or managing real estate income as an expat, this conversation offers practical advice and valuable insights for staying compliant and minimizing tax exposure. Franceska also highlights the growing trend of U.S. citizens renouncing their citizenship and how political changes can influence tax strategies. Key Topics Discussed: Pre-Planning for International Moves: Why early preparation is essential for reducing tax exposure and avoiding surprises. Renouncing Citizenship: Insights into the increasing trend of U.S. expatriates and its tax implications. Double Taxation and Mitigation Strategies: How proper planning can help expats avoid paying taxes in two countries. Real Estate Income Taxation: The rules around U.S. taxable income for expats with property back home. Exit Taxes Explained: Understanding the costs associated with leaving certain countries and how to prepare. Political Influence on Tax Planning: How changes in political environments can impact expatriation and international tax policies. Cross-Border Filing Obligations: Staying compliant with filing requirements in both the U.S. and the destination country. Takeaways: KLR offers tax assurance and advisory services internationally. Understanding your duration of stay in a new country is crucial for tax planning. Pre-planning can significantly reduce tax exposure and future complications. Double taxation can often be avoided with the right advice and strategies. Exit taxes and other financial considerations make consulting knowledgeable professionals a necessity.
Can living abroad come with unexpected tax consequences? Snowbirds Expat Radio host Gerry Scott sits down with Mike Wallace from Greenback Tax to tackle the complexities of U.S. expat taxes. Mike dives deep into tax treaties, highlighting the benefits and pitfalls that U.S. expats face when filing with the IRS. They discuss the rise of remote work and digital nomadism, which are transforming the expat lifestyle, along with the challenging decisions that lead some to consider renouncing U.S. citizenship. Through real-world examples, Mike shares how Greenback Tax helps clients worldwide navigate the IRS's intricate requirements, empowering them to avoid costly mistakes and find peace of mind. Key Takeaways: Greenback Tax Expertise: Greenback Tax specializes in assisting U.S. citizens abroad with IRS compliance, offering crucial insights into navigating expat tax requirements. Mandatory U.S. Tax Filing: U.S. citizens are required to file taxes with the IRS, even while living overseas, which can come as a surprise to many new expats. Benefits of Tax Treaties: Tax treaties can help U.S. citizens reduce double taxation abroad, although understanding and applying them correctly is essential. Renouncing Citizenship: Increasingly, expats consider renouncing U.S. citizenship due to the burden of tax compliance, often driven by complex obligations and penalties. Common Filing Mistakes: Lack of awareness about required IRS forms and deadlines leads many expats to face unexpected tax challenges. Digital Nomad and Expat Taxes: The rise of remote work and digital nomadism is changing the way people handle taxes abroad, presenting both opportunities and new risks. IRS Tracking: The IRS is intensifying efforts to track U.S. expats to ensure compliance, making it even more essential to stay informed and file correctly. Canadian Expats in the U.S.: Canadians living in the U.S. must be aware of their unique tax responsibilities, both with the IRS and Canadian authorities. Greenback Tax's Role: Greenback Tax guides clients through complex situations, from tax planning to compliance, helping them avoid costly pitfalls. Remote Work Freedom: Remote work is allowing more people to live abroad, but it also means keeping up with the tax requirements of multiple jurisdictions. Resources: Micheal Wallace on LinkedInGreenback Tax Services Website
In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kirill Chistyakov, Director, Private Client Individual Tax Services at Trowbridge Professional Corporation, and Logan Cerelli-Lough, Senior Manager, Private Client Individual Tax Services at Trowbridge Professional Corporation, about 12-month and 183-day rules.
Donald Trump has recently pledged to end the "double taxation" on U.S. citizens living abroad if re-elected in 2024. Gerry Scott speaks with Steven Flynn from Andersen Tax about what this means for Americans living in Canada.
In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Greenback's CEO Mike Wallace about the psychological aspects of financial decision-making for expats, common tax-related challenges, such as understanding the complexities of FATCA, FBAR, as it applies to overseas Americans, and how to manage complex tax situations.
In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about what Canadians need to know when they sell their property in the United States.
In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kevyn Nightingale from Levy Salis, LLP about why more Canadians than ever are moving to the United States, what they should know, the tax implication and what you can do about it.
In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about filing US taxes, specificially SL / Relief Procedures, the difference between the two, the process involved and Form 8854.
The Tax Consequences of Leaving Canada Permanently features Gerry Scott chatting with Kenneth Keung, Director of Canadian Tax Advisory, Moodys Tax.
Welcome to this Snowbirds US Day Tracker webinar. Today's topic is your Welcome to Canada – US Snowbirds “What If” Checklist: Problems and Planning Solutions. Your esteemed hosts for this webinar are Gerry Scott, founder of the Snowbirds US Day Tracker and David Luzon, Partner at Barclay Damon. Gerry is an experienced advisor, specializing in cross-border solutions. He also hosts the Snowbirds US Expats Radio Podcast, and is a snowbird, just like you! David is a trust and estate and wealth planning attorney with over 25 years of experience and he's based in Buffalo, New York.
Here are the answers to commonly asked FBAR questions from returning guest Robert Clegg "CanadAmerican Tax". Originally from Washington State but now based in Victoria, Robert graduated with a Juris Doctorate (JD) degree from Gonzaga University and a Master of Laws in Taxation (LLM) degree from the University of Washington. Robert was admitted to law practice in the State of Washington in 1997 and remains an active member in good standing with the Washington State Bar Association. Based in Canada for over 15 years, including time in the tax departments of two Big 4 accounting firms, his extensive knowledge of U.S. federal and state personal taxation enables him to provide timely and effective compliance and planning services to you.
In today's podcast, we will expanding on last week's episode, where Dr Jason Rivers, discussed the “dangers of un protected exposure to the sun can lead to serious health issues. What I took away from my discussion with Dr Rivers, “Bob Marley and Jimmy Buffett, both died of Melanoma, (Skin Cancer). Today, we will be discussing “Fitness Tips for Active Snowbirds” with Tommy Europe. Renowned as one of Canada's top fitness trainers, Tommy Europe has made a significant impact in the health and wellness industry. With accolades such as being selected as one of Canada's Top Fitness Trainers and being a National Champion for the Canadian Men's Health Foundation, Tommy has solidified his status as one of Canada's most recognizable fitness personalities. Following his successful football career, Tommy founded Tommy Europe Fitness, where he developed “The SHRED Mentality” – a comprehensive training, performance, and success tool that he shares with audiences nationwide.
Gerry talks with Dr. Jason K. Rivers, a clinical professor of dermatology and a past director of the dermatology residency training program at the University of British Columbia, about what Snowbirds need to know about their skin and the sun. Currently he practices medical and cosmetic dermatology at Pacific Derm in Vancouver, BC, and is the developer and founder of Riversol Skin Care. Dr. Rivers' dedication to excellence in patient care and clinical skills has earned him recognition by being the recipient of Canada's “Best Doctors” award for a number of years. He is the current vice president/incoming president of the Canadian Dermatology Association and president of the Acne and Rosacea Society of Canada. A former national director of the Canadian Dermatology Association's Sun Awareness and Skin Cancer Prevention Program, Dr. Rivers continues to serve as Regional Director. These campaigns, which reach millions of Canadians each year through the media and distribution of educational materials, involves working in tandem with groups such as the Canadian Cancer Society and the BC Ministry of Health. Dr. Rivers was one of the principal investigators of the first national study on the sun protection habits of Canadians. He presented a report on the findings to the House of Commons Hearing Committee on the Environment (effects of ozone depletion on human skin) and was involved in a forum to create the UV Index. Dr. Rivers' experience in aesthetic medicine spans more than 25 years and he has been invited as a key speaker to present on both medical and cosmetic dermatology topics at national and international symposia. He is the immediate past president of the Canadian Society for Dermatologic Surgery, an organization whose membership is comprised of dermatologists with dual expertise in skin disorders and aesthetic medicine. He is the current President of the Board of Directors for the Acne and Rosacea Society of Canada.
Kevi Velcani from Moody's Private Client Law tells Gerry exactly how one becomes a Canadian citizen.
In this episode, Gerry Scott speaks with Steven Flynn, CPA, CA, CPA (Washington) Partner about US and Canadian tax issues impacting Canadians buying US real estate.
In this episode, Gerry Scott speaks with Sid RAO, TAX Lawyer and Partner with MNP's International Tax Services Group about Canadians doing business in the United States.
This conversation is focused on Canadians / Americans that live on one side of the border while working on the other side. Our guest expert is Frank Casciaro, Senior Manager at RSM Canada based in Toronto Canada.
Guests: Julia Herzog Immigration Lawyer, based in Victoria BC and Robert Clegg, Cross-Border Tax Accountant, based in Surrey BC Topics Federal and State tax compliance Business visitors and treaty-based legal status
Guest Mary Beth Lougen, President and Founder of “American Expat Tax Services. American Expat Tax Services is an income tax preparation firm that specializes in all areas of US Income Tax Preparation, Expat Tax Advice, Compliance, and IRS Problem Resolution for American Expats living or working outside of the United States.
We are talking about Canadians that have spent the last 20/30 + years working and living in the US, are now considering moving back and retiring in Canada.
Gerry Scott chats with Ryan Sirovyak, CPA, CA, CPA and Davis Griscowsky, CPA with EBT Chartered Professional Accountants about what you need to know about inheriting a Roth IRA.
Gerry Scott chats with Trent Robinson, CPA, CA with Buckberger Baerg & Partners LLP about the US taxation of Canadian tax deferred plans for residents or citizens of the US (i.e. RRSP, RRIFs, and RPP).
Gerry Scott chats with Steven Sherman from Cross Border Tax about whether you should transfer your US Qualified Plan to an RRSP.
Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.
Gerry Scott chats with Gordon Dale about Roth IRAs fs. Traditional IRAs and whether a backdoor IRA makes sense for Expats and Snowbirds.
Gerry Scott chats with David Luzon, Partner at Barclay Damon LLP. David is a trust and estate and wealth planning attorney with over 25 years of experience. David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.
Gerry Scott chats with Sharon Conrad from Hanson Crossborder Tax about Restricted Stock Units (RSUs), Employee Stock Ownership Plan (ESOP) and Crossing Borders and Maximizing Investments: Navigating Your Finances.
Gerry Scott chats with Karlene Mulraine from Cross-Border Financial Professional Corporation about why you should work with a cross-border accountant and cross border financial advisor and mistakes to avoid when moving to Canada.
Gerry Scott chats with Heather Sanders from Tax Junction about how bringing together your accounts, including TIAA, TSP, Roth IRA, IRA, 401(k) & Investment Account under one firm isn't just about numbers; it's about creating a harmonious financial landscape. Learn how streamlining your financial picture will help pave the way for a more cohesive and effective strategy.
Gerry Scott chats with Tony Batti and Cindy Jay from CompassTAX about taxation implications for Americans moving to Canada and the importance of having a financial adviser that can administer your investments on both sides of the border.
Gerry Scott chats with Michael Shomali MJS CPA about a recent blog post on snowbirdswealthmanagement.com about The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP.
Gerry Scott chats with Emma Raivio, Tax Manager at VSH, about helping international and cross-border businesses address their intricate accounting, taxation, and business planning requirements.
Gerry Scott chats with Kim G C Moody to learn what's new with the founder of Moodys Private Client, Moodys Tax.
Gerry Scott chats with the 30th premier of British Columbia, Mike Harcourt, about his time as mayor of Vancouver, and Premier of British Columbia.
Debra Callicutt is an international tax partner with Baker Tilly US, LLP with more than 25 years of experience consulting with clients regarding their international operations such as setting up foreign subsidiaries, investing or selling overseas, sending employees overseas and reviewing treaties. In this episode, she chats with Gerry Scott about Snowbirds buying property in the United States.
Gerry Scott chats with Andersen's Steven Flynn about the new Canadian Federal Vacancy Tax, the British Columbia Speculation and Vacancy Tax, the various city vacancy taxes, and how home owners should navigate.
Tired of the government taxing all of your hard-earned money? Looking for legal methods that allow you to keep your money in your hands at all times? Then Alex Doulis's Take Your Money And Run! is the book for you. In this episode, Gerry Chats with Alex about what he's learned.
Devastating wildfires burning on Maui and the Big Island have killed at least 96 people, forced thousands to evacuate, and nearly destroyed the city of Lāhainā. In this special episode, Gerry Scott and Paul Aker discuss how we can help Maui rebuild.
Toronto Mike makes his Snowbirds Expats Radio Podcast debut as he chats with Gerry Scott about the new site, the Snowbirds US Day Tracker app, the podcast, and what he's listening to these days.