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Financial Planning for Canadians Living in California

Financial Planning for Canadians Living in California
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Complimentary White Paper Download | Cardinal Point Wealth Management Now more than ever, individuals and their families are moving back and forth between Canada and the U.S. for personal and professional reasons. This creates complex cross-border investment management, tax, estate and financial planning challenges that require specialized expertise to manage. Whether you are transitioning residency between Canada and the U.S. or you have already made the move but continue to hold investment assets or financial interests in both countries, a cross-border financial plan will assist in reducing taxes and maximizing your estate. Download Manage your Canadian and U.S. Cross-Border Lifestyle and gain insight into how a cross-border financial advisor can assist you with your cross-border financial planning complexities. *Your privacy is important to Cardinal Point. Cross-Border Transition Strategy Exit strategyCustoms and immigrationResidency statusAsset transition and managementCurrency conversionTaxation, estate planning and risk management

Free White Paper: New PFIC Rules | Cardinal Point Wealth Management With the enforcement of the Foreign Account Tax Compliance Act (FATCA), financial institutions around the world must now provide bank and investment account information on their American clients to the IRS. This increased information sharing process makes it difficult for U.S. tax filers to ignore the consequences of holding PFIC investments. What You Need to Know: Passive Foreign Investment Company (PFIC) Many Americans living in Canada or Canadian expats living in the U.S. unknowingly hold Canadian-traded mutual funds, money market funds and ETFs in their taxable or non-registered accounts that qualify as a PFIC. Our white paper explains the following concepts and offers solutions: What qualifies as a PFIC investment? Download your free white paper and get up-to-date on what you need to know about PFICs.

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Fast & Reliable Leak Repair & Replacement Services For Less Drain Cleaning and Signs of Leaks in your Home Leaky pipes can result from corroded pipes, improperly installed plumbing fixtures, or irregular Drain maintenance. Leaks can cause hundreds of dollars’ worth of damage to your home and furniture, can be costly to fix, and can be prevented by consulting Drain professionals for regular inspections of your home. However, if leaks do occur, make sure to look for the signs and to contact Twin Cities Rooter, a Drain and plumbing company that can make repairs and install new pipes when necessary. Look for the Signs of a Leak Signs of a hidden leak are mold, mildew, damaged or stained walls and floors, buckled bathroom tile, and moldy or stale smells. One way to tell if there is a leak in your home is the presence of mold or mildew that can arise from a hidden leak somewhere in your pipeline. Damaged bathroom floors and gross stains on the ceiling could also be the result of water leaking out of the pipes. Older Homes and Leaky Pipes

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