Creating an effective financial plan takes thought and careful preparation. Once your plan is complete, and the steps towards your goals are set in motion, it’s tempting to check the ...
Taxation of Immigrants to Israel: A Canadian Perspective
For many Canadians, making Aliyah—immigrating to Israel—is a significant life decision rooted in cultural, religious, or personal reasons. However, it’s also a complex financial transition that requires a thorough understanding ...
Succession Planning and Tax Planning: Two of a Kind
Small business owners have a lot on their plates. A smaller team means in many cases that the owners have to wear multiple hats, playing several different roles at once. ...
TFSAs for U.S. citizens: might be worthwhile with some caveats
Since the Tax-Free Savings Account (TFSA) was introduced in 2009, it has been used by Canadians to earn investment income on a tax-free basis. Many U.S. citizens, however, have shied ...
IRS Announces Extension for US Federal Income Tax Filings for Individuals
All US individuals with April 15, 2021 tax deadlines have had their US federal income tax deadlines for tax filings and extension payments extended from April 15, 2021 to May ...
US Tax Bulletin: Summary of Biden’s potential proposed tax increases
During his presidential campaign, President-elect Joe Biden had proposed a number of tax changes which could impact US expatriates’ resident in Canada. With the recent Georgia Senate win, Biden’s Democratic ...
Cross-border success for non-resident business owners
Have you been tuning in to the Zeifmans’ Non-Resident Digital Event Series? So far, we’ve discussed the niche challenges experienced by high net worth individuals, as well as tips and ...
The wisdom continues with Zeifmans’ Non-Resident Digital Event Series: High Net Worth Edition
Our Non-Resident Digital Event Series continues, with our second installment, “High Net Worth Edition: Legacy, Preservation, and Optimization”, serving up more wisdom from three new industry experts. Continuing our earlier ...
The Israel–UAE Peace Agreement – A Great Development for International Business
On August 13, Israel and the United Arab Emirates (“UAE”) signed an agreement mediated by US President Donald Trump. Under the Israel–UAE peace agreement, Israel and the UAE are to ...