The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle [Paperback]

Terry F. Ritchie (Author), Brian D. Wruk (Author)

Book Description

Publication Date: December 1, 2007

This guide provides a comprehensive overview of financial-management issues for Canadians living in the United States in clear and simple language. Facing unique and challenging tax and financial-planning considerations in each country, this reference has in-depth information on the implications of opening bank and investment accounts in the United States, the management of investment and registered accounts in Canada, cross-border retirement planning, and foreign exchange issues. It includes information on recent changes to the Canada–U.S. income tax treaty and strategies to reduce or eliminate estate taxes on U.S. assets. Through improved awareness of the financial, immigration, health care, insurance, tax, and estate-planning differences between the two countries, snowbirds will learn to make smarter financial decisions and make the most of the dual-residency lifestyle.

Editorial Reviews

Review

"A good resource for financial planning advice on cross-border issues."  —Saskatoon StarPhoenix

"For a closer look at U.S. Tax and financial-planning nuances and seasonal-residency and red-tape issues, pick up the book."  —Boston Herald

"Current enough to refer to the Loonie nearing parity with the Greenback and includes tips on road food for your clients who don’t like to fly."  —Advisor's Edge

"Ritchie’s book should be required reading."  —Kerby News

"Will definitely appeal to that segment of the Canadian population that travels south regularly. If you are among those people, consider The Canadian Snowbird in America to be required reading."  —Scene Magazine

About the Author

Terry F. Ritchie is a partner in the firm Transition Financial Advisors with offices in Canada and the United States. He is an IRS-enrolled agent and the only financial advisor to hold the Canadian registered financial planner (RFP) and the U.S. certified financial planner (CFP) designations. He lives in Edmonton, Alberta. Brian D. Wruk has dual citizenship in Canada and the United States. He is a registered financial advisor (RFA) and the founder of Transition Financial Advisors. He lives in Gilbert, Arizona. 

See all Editorial Reviews

Product Details

• Paperback: 240 pages
• Publisher: ECW Press (December 1, 2007)
• Language: English
• ISBN-10: 1550228048
• ISBN-13: 978-1550228045
• Product Dimensions: 9 x 6.3 x 0.5 inches
• Shipping Weight: 12 ounces (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #332,620 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

1 of 1 people found the following review helpful:

5.0 out of 5 stars Excellent resource for Canadians buying US real estate, May 17, 2010

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Scott - See all my reviews

This review is from: The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle (Paperback)

Very comprehensive treatment of the many differences in tax rules between Canada and the US. Very clearly written, easy to understand and well laid out. Seems to cover all the bases and in ways that a non-tax attorney can understand! Required reading for any Canadians considering a US real estate purchase. Highly recommended - these guys really know their stuff!