In cross-border situations, the decision may also affect Canadian tax reporting, Old Age Security (OAS) recovery tax exposure, and the interaction with other retirement income sources such as ...

Through integrated cross-border wealth management, families can align tax, investment, retirement, and estate strategies under one comprehensive framework. This approach helps reduce risk, improve ...

Cardinal Health (NYSE:CAH) announced the planned retirement of Senior Vice President and Chief Accounting Officer Mary ...

TORONTO--(BUSINESS WIRE)--Cardinal Point Wealth Management (“Cardinal Point” or “CPWM”), an independent cross-border wealth management firm with offices in the United States and Canada, announced ...

The upcoming expiration of the TCJA provisions will bring several critical changes: 1. Reversion to Pre-TCJA Tax Rates: Individual income tax rates will revert to their 2017 levels, which are higher ...

Toronto, ON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- As cryptocurrency adoption continues to expand among investors on both sides of the border, understanding the tax treatment of digital assets has become ...

In a significant move to create a fairer tax system, the federal government of Canada announced a series of changes to the taxation of capital gains in its Budget 2024. Cardinal Point Wealth ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, has announced that Focus ...