Cross-border considerations for individuals

Moving across the border to Canada or the US to set up shop or to take a new career position can be a tricky endeavor. Beyond the realities of a new culture, norms, and geography, a relocalized individual faces many tax, legal, and personal financial planning challenges. Managing these challenges can make the transition smoother and more economically efficient as well as create peace of mind.

Learn more on pre-entrance and pre-exit tax planning to and from Canada and the US. Listen to our expatriate tax specialists as they present the fourth webinar in our series of complimentary Canada-US tax webinars.

Key learning objectives

  • Residency and snowbird issues
  • Estate tax and the deemed disposition rules
  • Planning techniques for limiting transfer taxes
  • Timely income tax strategies (i.e., investments, charitable giving, etc.)
  • Voluntary disclosure programs

Download the presentation: Cross-border considerations for individuals >

For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.


The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.