Cross-border order: Tax issues for Canadians with U.S. ties

Rocky Bhatia welcomes Baker Tilly tax experts John Demetri and Cathy Wong to demystify the complex world of cross-border taxation for Canadians with U.S. connections. They discuss exemptions offered by the Canada-U.S. tax treaty, U.S. estate tax exposure, deemed dispositions and the departure tax imposed when Canadians move south of the border. The conversation also touches on common mistakes in gifting strategies, double (and even triple) taxation risks and how some U.S. states may ignore treaty protections. If you’ve ever wondered about taxes when investing, retiring, or living across the border, this episode is for you.

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