Ebook preview
Before you cross.
Start with the questions.
A working concept for Ryan’s future guide: practical preparation for a move, a conversation and the decisions that follow.
you
cross.
A little preparation.
A better conversation.
This guide is intended to help you collect the facts and questions you want to bring to a cross-border tax discussion.
Design preview. The guide and signup are not available yet.
Inside the planned guide.
Your move and timeline.
Put the important dates, countries and personal connections into a simple overview.
The things that move with you.
Make an initial inventory of accounts, property, income and business interests.
The questions to bring.
Use the preparation to identify what you want to understand before taking action.
Before the big decisions
Let’s start with
your situation.
A focused conversation about your Canada–U.S. questions and the next step that fits.
60-minute initial consultation.
Later work is scoped separately.
Booking setup is in preview.