Form 1040 for U.S. Individual Income Tax Requirements

Things you need to know when it comes to U.S. taxes for individuals: General filing requirements


Tax Planning, U.S. Taxes

Author: Cyndy Packard Osode, CPA, CA, CPA (TX, USA), CGMA A U.S. filing requirement generally applies to individuals who are U.S. citizens, U.S. lawful permanent residents, and other individuals who earn income from U.S. sources. Do you fall into any of these categories? If yes, you’ll want to read this third article in our series on U.S. tax filing obligations. U.S. Tax Filing Requirements Many people are now aware that the United States is one …

Things you need to know when it comes to U.S. taxes for individuals: General filing requirements Continue Reading

House with U.S. money and U.S. tax returns indicating your responsibilities as a U.S. citizen.

Things You Need to Know When it Comes to U.S. Taxes For Individuals: Accidental Americans


Tax Planning, U.S. Taxes

Author: Cyndy Packard Osode, CPA, CA, CPA (TX, USA), CGMA  It is becoming more well-known that United States citizens have income tax filing requirements from their home country, regardless of where they reside. However, there are some people who do not know they hold U.S. citizenship. Are you potentially one of these “accidental Americans”? Read on to learn more … What is an “accidental American”? An “accidental American” is someone who has inadvertently acquired U.S. …

Things You Need to Know When it Comes to U.S. Taxes For Individuals: Accidental Americans Continue Reading

Working on calculator to understand your financial situation under quarantine.

Cleaning out your financial closet under quarantine


Accounting, Estate Planning, Financial Planning

Author:  Adam McHenry, CFA Sheltering in place has been tough; not being able to meet with family or friends, nor being able to step outside your home for a break required us all to adjust. There were some positives to the lockdown, though, including finishing off home projects you’ve been putting off. Another “to-do” that you might want to think about is whether there have been changes in priorities that could impact your financial affairs. If …

Cleaning out your financial closet under quarantine Continue Reading

Laptop with padlock representing the risk of cybersecurity while working remotely

Preserve Cybersecurity While Working Remotely


Security

Author:  Imran Ahmad, LL.B, LL.M Most organizations have moved their workforces to some form of remote work as a result of the COVID-19 pandemic. Surprisingly, remote work has proven effective for many organizations, and they are now contemplating updating their remote work policies to allow employees more flexibility in a post-COVID-19 world. However, from a cybersecurity standpoint, remote work presents unique challenges and risks. Employees may be accessing sensitive corporate data from their personal devices, …

Preserve Cybersecurity While Working Remotely Continue Reading

Canadian flag overlayed on U.S. currency to highlight mistakes Canadians make with U.S. taxes

Mistakes Canadians make with U.S. taxes


Accounting, Tax Planning, U.S. Taxes

Author:  Cyndy Packard Osode, CPA, CA, CPA (TX, U.S.A), CGMA Tax requirements in the United States are quite different than those of other countries around the world. This article will outline some of the common mistakes Canadians make when it comes to U.S. taxes. Do you recognize yourself in any of these scenarios …? Not filing a U.S. tax return when required The United States is one of the few countries in the world that …

Mistakes Canadians make with U.S. taxes Continue Reading

Business people planning to buy a business

Business Matters


Buy/Sell Agreement, Capital Gains, CRA, Shareholder Agreements, Tax Planning

This month covers some best practices for buying a business and tax planning: Management – Buying a Business: A Little Planning Goes a Long Way Taxation – Voluntary Disclosures Program Technology – What Is Blockchain, and Why Do You Need to Know What It Is? Wealth Management – Babies: The Cost and How to Plan for It   Management Buying a Business: A Little Planning Goes a Long Way Christene H. Hirschfeld, Q.C., ICD.D Last …

Business Matters Continue Reading

COVID-19 scam alert and how to avoid them

Business Matters


Business Income Tax, CRA, Fraud Prevention, Personal Tax, Security

This month covers some best practices to protect your business during COVID-19 and electronic signatures: Management – How to avoid common scams during COVID-19; Taxation – Understanding COVID-19 federal government support; Technology – Understanding digital and electronic signatures; Wealth Management – Investment market update: What happened?   Management How to avoid common scams during COVID-19 Imran Ahmad, LL.B, LL.M As most of the Canadian workforce has now moved to remote work in response to the …

Business Matters Continue Reading

Popular Articles

They say the best things in life are free. That’s what Capital Dividends are to …
Identifying Legitimate Communications from the Canada Revenue Agency
COVID-19 Government Temporary Wage Subsidy

Search

Connect

Affiliations

Location

141 Laurier Avenue West
Ottawa, ON
613-236-2367
1-800-267-6551

Contact Us

Hours

Monday - Friday
8:30 a.m. - 5:00 p.m.
COVID-19 Office Operations

Saturday - Sunday
CLOSED

 

Scroll to Top