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Date
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2018-05-22
72.167.0.128
(
ClassC
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2024-09-10
104.198.217.163
(
ClassC
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Port 80
HTTP/1.1 301 Moved PermanentlyServer: nginxDate: Tue, 10 Sep 2024 17:11:29 GMTContent-Type: text/htmlContent-Length: 162Connection: keep-aliveKeep-Alive: timeout20Location: https://canadaustaxplanning.com/ html>head>title>301 Moved Permanently/title>/head>body>center>h1>301 Moved Permanently/h1>/center>hr>center>nginx/center>/body>/html>
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!important;}.vc_custom_1477009569797{margin-top: 10px !important;}.vc_custom_1482519961318{padding-bottom: 40px !important;}/style>noscript>style> .wpb_animate_when_almost_visible { opacity: 1; }/style>/noscript>/head>body data-rsssl1 classhome page-template-default page page-id-5 header-full-width full-width-content genesis-breadcrumbs-hidden genesis-footer-widgets-hidden wpb-js-composer js-comp-ver-7.1 vc_responsive itemscope itemtypehttps://schema.org/WebPage>div classsite-container>ul classgenesis-skip-link>li>a href#genesis-content classscreen-reader-shortcut> Skip to main content/a>/li>/ul>div classsite-container-wrap>header classsite-header itemscope itemtypehttps://schema.org/WPHeader>div classwrap>div classtitle-area>h1 classsite-title itempropheadline>a hrefhttps://canadaustaxplanning.com/>Canada-U.S. Cross-Border Tax Planning/a>/h1>p classsite-description itempropdescription>Cardinal Point Tax Planning Services/p>/div>/div>/header>div classsite-inner>div classcontent-sidebar-wrap>main classcontent idgenesis-content>article classpost-5 page type-page status-publish entry aria-labelhome itemscope itemtypehttps://schema.org/CreativeWork>header classentry-header>h2 classentry-title itempropheadline>home/h2>/header>div classentry-content itemproptext>div classwpb-content-wrapper>div classvc_row wpb_row vc_row-fluid vc_custom_1482946843098 vc_row-has-fill>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200>div classwpb_column vc_column_container vc_col-sm-6>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p>a href/>img decodingasync classtoplogocp srchttps://cardinalpointwealth.com/images/cp-logo.png />/a>/p> /div> /div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-6>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> div classcolsocialarea styletext-align: right;>a href/about-us/>About Us/a> | a href/tax-planning-preparations/>Tax Planning & Preparation/a> | a hrefhttps://cardinalpointwealth.com/contact-us-ca-us-tax-planning/>Contact/a>/div> /div> /div>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid vc_custom_1541669202921 vc_row-has-fill>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200 vc_custom_1480882808207>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> h1 classtopheadlinewhite>Cross-border Tax Planning/h1>h2 styletext-align: center; color: #ffffff; font-size: 24px !important;>Structure your Canadian and U.S. financial assets to maximize growth and minimize tax all within the context of an integrated cross-border estate plan./h2> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttps://cardinalpointwealth.com/contact-us-ca-us-tax-planning/ title>Lets Get Started/a>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200 vc_custom_1481102677604>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid onepcssgrid-1200 vc_custom_1481101396563>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element vc_custom_1539051027464 > div classwpb_wrapper> h2 styletext-align: left;>Cardinal Point specializes in providing cross-border expatriate tax preparation, tax planning and tax compliance services for clients living, working, investing, transitioning residency or conducting business in the United States and Canada./h2> /div> /div>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200 vc_custom_1481185483773>div classwpb_column vc_column_container vc_col-sm-6 vc_col-has-fill>div classvc_column-inner vc_custom_1481185540268>div classwpb_wrapper> div classwpb_text_column wpb_content_element vc_custom_1677805089740 > div classwpb_wrapper> div styletext-align: left;>div classcalloutheader>strong>Residents of Canada: What are the Canadian and U.S. Tax Ramifications when being forced to liquidate a U.S. brokerage account Ebook/strong>/div>div classcallouttext>We all recognize that significant differences exist between Canadian and U.S. tax laws—but the differences don’t stop with the lawbooks. They extend to the professionals preparing tax returns for those who must deal with both countries’ tax systems. Download our ebook to get the latest insight into the tax ramifications of being forced to liquidate your brokerage account due to your advisor not having the proper licenses and certifications./div>/div> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttps://cardinalpointwealth.com/download-ebook-residents-of-canada-what-are-the-canadian-and-u-s-tax-ramifications-when-being-forced-to-liquidate-a-u-s-brokerage-account/ title>Read More/a>/div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-6 vc_col-has-fill>div classvc_column-inner vc_custom_1481185528951>div classwpb_wrapper> div classwpb_text_column wpb_content_element vc_custom_1677805254335 > div classwpb_wrapper> div styletext-align: left;>div classcalloutheader>strong>9 Essential Elements of Cross-Border Transition Planning /strong>/div>div classcallouttext>“How do I move my financial life to another country?” It’s a question we hear from many clients as they begin making a cross-border transition. Whether you are making the move to the U.S. or Canada, you want to transition your finances smoothly and seamlessly while saving time, headaches, and every dollar you possibly can./div>/div> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttps://cardinalpointwealth.com/2014/05/22/9-essential-elements-of-cross-border-transition-planning/ title>Read More/a>/div>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid vc_custom_1482817258938 vc_row-has-fill>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> h2 styletext-align: center;>Cross-Border Wealth Management/h2>p styletext-align: left;>Cardinal Point takes a multifaceted approach to providing wealth management solutions in the United States and Canada. Our team of advisors specialize in providing the following cross-border services:/p> /div> /div>/div>/div>/div>/div>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1200 vc_custom_1482380947093>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> ul>li>Customs and Immigration Planning/li>li>Retirement Planning/li>li>Tax Planning and Preparation/li>/ul> /div> /div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> ul>li>Investment Management/li>li>Estate Planning/li>li>Cash-flow Management/li>/ul> /div> /div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> ul>li>Transition and Exit Planning/li>li>Risk Management Planning/li>li>Philanthropic Planning/li>/ul> /div> /div>/div>/div>/div>/div>div classvc_row wpb_row vc_inner vc_row-fluid vc_custom_1482380883783>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p styletext-align: left;>At Cardinal Point, we have the unique registrations and ability to manage integrated cross-border investment portfolios that include all types of accounts in Canada and the United States./p> /div> /div>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid vc_custom_1465514472019 vc_row-has-fill>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner vc_custom_1482428405396>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> h2 styletext-align: center;>Why Work with a Cross-Border Advisor?/h2> /div> /div>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1000-new vc_row-o-equal-height vc_row-flex>div classwpb_column vc_column_container vc_col-sm-6>div classvc_column-inner vc_custom_1477009587522>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p>Finding a legally licensed or authorized financial advisor who can provide guidance on both sides of the U.S.-Canada border can be a challenging endeavor. Only a handful of firms adhere to the relevant regulations and have the necessary infrastructure in place. Furthermore, it is a rarity to come across a qualified team exclusively dedicated to addressing Canada-U.S. cross-border financial planning concerns. At Cardinal Point, we stand out from the crowd. We have meticulously crafted a service model and platform tailored to the specific needs of Canadians residing in the United States, U.S. citizens living in Canada, Canada-U.S. dual citizens, as well as American and Canadian expatriates residing abroad. Our specialization in these areas equips us with the expertise to manage all aspects of your Canada-U.S. cross-border financial planning intricacies./p> /div> /div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-6>div classvc_column-inner vc_custom_1477009569797>div classwpb_wrapper> div classwpb_video_widget wpb_content_element vc_clearfix vc_video-aspect-ratio-169 vc_video-el-width-100 vc_video-align-center > div classwpb_wrapper> div classwpb_video_wrapper>iframe titleWhy Work with a Cross-Border Financial Advisor width500 height281 srchttps://www.youtube.com/embed/y13uyD3kIZg?featureoembed frameborder0 allowaccelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share referrerpolicystrict-origin-when-cross-origin allowfullscreen>/iframe>/div> /div> /div> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p styletext-align: center;>Understand the benefits of working with a Cardinal Point cross-border financial advisor/p> /div> /div>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid vc_custom_1482381580888>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>div classvc_row wpb_row vc_inner vc_row-fluid onepcssgrid-1000-new vc_custom_1482519961318 vc_column-gap-10>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p>strong styletext-align: center;>Americans Living in Canada/strong>br />As an American residing in Canada, it’s important to make sure your financial affairs are structured properly to avoid double taxation issues and ensure compliance with the laws of both countries./p> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttp://cardinalpointwealth.com/cross-border/americans-living-in-canada/ titleRead More>Read More/a>/div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p>strong styletext-align: center;>Canadians Living in the U.S./strong>br />Whether you are transitioning residency between Canada and U.S. or you have already made the move but continue to hold investment assets or financial interests in both Canada and the United States, proper cross-border financial planning can integrate and coordinate the asset management of your investments, reduce taxes and maximize your estate./p> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttp://cardinalpointwealth.com/cross-border/canadians-living-in-the-u-s/ titleRead More>Read More/a>/div>/div>/div>/div>div classwpb_column vc_column_container vc_col-sm-4>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> p>strong styletext-align: center;>Expatriates Living Abroad/strong>br />For those Canadians and Americans moving or living abroad, careful cross-border financial planning considerations must be given to ensure tax and regulatory compliance in both your home and adopted countries./p> /div> /div>div classvc_btn3-container vc_btn3-center >a classvc_general vc_btn3 vc_btn3-size-md vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-grey hrefhttp://cardinalpointwealth.com/expatriates-living-abroad/ titleRead More>Read More/a>/div>/div>/div>/div>/div>/div>/div>/div>/div>div classvc_row wpb_row vc_row-fluid>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper>div classvc_row wpb_row vc_inner vc_row-fluid>div classwpb_column vc_column_container vc_col-sm-12>div classvc_column-inner>div classwpb_wrapper> div classwpb_text_column wpb_content_element > div classwpb_wrapper> div classcol10 last stylefont-size: 9px; line-height: 12px;>p>Copyright © 2024 Cardinal Point Capital Management, ULC. All Rights Reserved./p>p>“Cardinal Point” is the brand under which dedicated professionals within Cardinal Point Capital Management, ULC provide financial, tax and investment advisory, risk management, financial planning and tax services to selected clients. Cardinal Point Capital Management, ULC is a US registered investment advisor and a registered portfolio manager in Canada (ON, QC, MB, PEI, SK, NS, NB, AB, BC, PEI). Advisory services are only offered to clients or prospective clients where Cardinal Point and its representatives are properly registered or exempt from registration. This brochure is solely for informational purposes. Past performance is no guarantee of future returns. 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