Top 10 Expat Tax Questions - Expat Tax Podcast

You can reach Phil at [email protected] or via phone at 778-405-4453. You can visit his website here: http://beaconhillwm.ca To setup a complimentary consultation please visit https://beaconhillwm.ca/get-started-now/ (limitations apply). On episode #4 of the Expat Tax and Financial Planning Podcast we discuss some of the most asked questions I get from clients regarding cross-border tax and financial planning issues. If you have any questions please feel free to email me at [email protected] The top questions discussed on this podcast include: As a US citizen in Canada do I have to file US taxes? What is an FBAR? How do I report my US assets? What is the Canadian tax filing deadline? What is the US filing deadline? Can I own Canadian mutual funds as a US citizen in Canada? Can I transfer my US retirement accounts to Canada? What if I’m a US citizen living in Canada and have not filed US tax returns? Is my US stimulus payment taxable in Canada? Can I file jointly in Canada with my spouse? You can listen or download the latest podcast here and make sure to subscribe on Apple Podcast to ensure you don't miss any future episodes. You can also stay updated on US Expat Tax and financial planning issues by following us at: For personalized advice, contact Phil Hogan: [email protected] Visit our website for extensive resources: http://beaconhillwm.ca Join the conversation in our Facebook Group:   / canadaus   Follow us on Twitter for the latest updates:   / philhogancpa   Subscribe to our newsletter for regular updates: https://beaconhillwm.ca/blog/ #expats #FBAR #tax #T1135 Disclaimer: The views expressed are those of Beacon Hill Wealth Management Ltd. partners and may change without notice. This content is for informational purposes only and does not constitute investment or tax advice, or a recommendation regarding any security, strategy, or account. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. For tax matters, consult your own professional advisor.