The Border Guide is the definitive guide to cross-border
financial planning for who either live in the
U.S. seasonally or all year round. It also includes useful
information for U.S. citizens living or just investing in
Canada.
Many Canadians incorrectly assume that the laws
governing investment, taxation, and immigration are
the same in the U.S. as they are in Canada. This easy-tofollow
guide can help anyone transact their crossborder
business affairs with confidence.
• Avoid getting caught by fluctuations in
Canadian currency
• Qualify for old-age and social security benefits
on both sides of the border
• Get the best from both the Canadian and U.S.
medical systems
• Buy a retirement home and deduct the
mortgage interest from your Canadian tax
return
• Receive your Canadian pensions in the
U.S.—almost tax free!
This updated edition includes extensive new
information on the Canada/U.S. Tax Treaty, new
border issues since 9/11, and many small regulatory
changes.
financial planning for who either live in the
U.S. seasonally or all year round. It also includes useful
information for U.S. citizens living or just investing in
Canada.
Many Canadians incorrectly assume that the laws
governing investment, taxation, and immigration are
the same in the U.S. as they are in Canada. This easy-tofollow
guide can help anyone transact their crossborder
business affairs with confidence.
• Avoid getting caught by fluctuations in
Canadian currency
• Qualify for old-age and social security benefits
on both sides of the border
• Get the best from both the Canadian and U.S.
medical systems
• Buy a retirement home and deduct the
mortgage interest from your Canadian tax
return
• Receive your Canadian pensions in the
U.S.—almost tax free!
This updated edition includes extensive new
information on the Canada/U.S. Tax Treaty, new
border issues since 9/11, and many small regulatory
changes.
