Practical topics for life across the Canada–U.S. border. The first guide previews are here; the ebook and videos are coming soon.
Moving to the U.S. · Guide preview
Before you move south: questions worth asking.
A useful first look at the timing, accounts, property and business interests to bring into a pre-move conversation.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
Leaving Canada · Guide preview
Departure tax. Start with the right questions.
A focused discussion outline for departure-related questions, the facts to gather and the professional next step.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
Moving to Canada · Guide preview
A new country. A different set of questions.
Prepare for a U.S.-to-Canada move without assuming that every person, account or circumstance is the same.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
Already moved · Guide preview
You’ve crossed the border. Where do you start?
Organize a timeline, what has already been filed and any unresolved correspondence before asking about the next step.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
Accounts & retirement · Guide preview
An American in Canada with a TFSA?
Keep the account and your personal circumstances in view before making decisions. A topic outline for a reviewed guide.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
Getting organized · Guide preview
A better-prepared first conversation.
A practical starting inventory: your situation, countries, accounts, property, business interests and questions.
Preview the outline
This planned guide will define the situation, explain which facts to gather, set out useful questions and link to the relevant professional next step. Technical content will be reviewed before publication.
More reviewed resources for this topic are planned.