Cross-border
Facing CRA and IRS at once: the treaty, FBAR/FATCA, foreign tax credits and cross-border investments — the essentials of dual filing.
Canadians Moving to the U.S.: TFSA, RRSP, FHSA and FBAR Traps to Sort Out Before You Go
Avoid costly tax surprises when moving from Canada to the US. Learn how TFSA, RRSP, FHSA, and FBAR rules change and what to do before you go.
China Issues New Individual Income Tax Rules for Offshore Trusts: What Cross-Border Families Should Know
China's Announcement No. 21 of 2026 tightens IIT on offshore trusts. Learn how cross-border families can adapt and stay compliant.
China's New Offshore Trust Income Tax Rules: What Cross-Border Filers Need to Know
China's new offshore trust income tax rules (Announcement No. 21, 2026) impact cross-border filers. Learn key compliance steps and filing implications.
Trump Account Proposed Regulations: What Cross-Border Investors Should Know
Learn how the 2026 Trump Account proposed regulations affect U.S.-Canada cross-border investors, including IRA rules, contributions, and tax implications.
Trump Account Proposed Regulations: What Cross-Border Investors and Dual Filers Need to Know
Learn how the 2026 Trump Account proposed regs affect cross-border investors and dual filers. Key rules, eligible investments, and tax planning insights.
Trump Account Proposed Regulations: What Cross-Border Investors and Dual Filers Should Know
Learn how Trump Account proposed regulations affect cross-border investors and dual filers. Key insights for Canada-US tax planning.
Proposed Trump Account Rules: What Cross-Border Families and Investors Should Know
Learn how proposed IRS rules on Trump Accounts affect cross-border families and investors. Key restrictions and planning insights.
First US Tax Year With a Canadian RRSP: DIY Software or a Cross-Border CPA?
Canadian on a TD visa? Learn why DIY tax software often misses RRSP reporting and when to hire a cross-border CPA for your first US tax year.
IRS simplifies retirement-plan rollovers: what the new SECURE 2.0 guidance means for cross-border savers
New IRS guidance simplifies retirement-plan rollovers under SECURE 2.0. Learn how it affects US-Canada cross-border savers and their tax strategies.
John Tavares vs. the CRA: What a signing-bonus dispute means for cross-border taxpayers
NHL star John Tavares battles CRA over signing bonus tax. Learn what this means for cross-border taxpayers and how to navigate similar disputes.
Canadian Taxpayer Wins FTC Court Case Against CRA — Key Lessons for Cross-Border Filers
A Canadian taxpayer won a foreign tax credit court case against the CRA. Learn key lessons for cross-border filers on FTC claims and CRA disputes.
IRS Launches Automatic Penalty Relief: Clean-Compliance Filers Need Not Apply
IRS launches Automatic Exemption from Penalty (AEP) program replacing First Time Abate. Clean-compliance filers not eligible. Learn how this affects you.
IRS Designates Certain CRAT Transactions as Listed Transactions — Implications for Canadian Donors
On July 8, 2026, the IRS finalized regulations designating certain CRAT arrangements as listed transactions. Learn what this means for Canadian donors.
IRS Automatic Penalty Relief: What Cross-Border Filers Need to Know
Learn about the IRS's new automatic penalty relief for eligible taxpayers with timely filing history. Essential info for cross-border filers.
IRS Provides Gift Tax Safe Harbor for Trump Account Contributions — Implications for Cross-Border Donors
Revenue Procedure 2026-25 provides a gift tax safe harbor for Trump Account contributions. Learn implications for US-Canada cross-border donors.
FBAR (FinCEN Form 114) Filing Guide: When a U.S. Person in Canada Must Report Foreign Accounts
Many U.S. citizens and green card holders living in Canada may not realize that beyond their annual income tax return to the IRS, an entirely separate fili
Frequently asked
Will I be double-taxed filing in both Canada and the U.S.?
The Canada–U.S. treaty and foreign tax credits generally prevent the same income being taxed twice, though you still file in both countries.
Does a U.S. citizen in Canada have to file an FBAR?
If foreign financial accounts together exceed US$10,000 at any point in the year, U.S. persons must file an FBAR (FinCEN 114), regardless of whether tax is owed.