Moving abroad can be an exciting adventure, but it also comes with complex financial and tax implications. In this episode, we sit down with Franceska Pimentel, an international tax expert, to explore the critical considerations for individuals relocating overseas. From understanding double taxation to navigating exit taxes, Franceska provides a comprehensive look at the intricacies of international tax planning. Whether you’re contemplating expatriation or managing real estate income as an...

Can living abroad come with unexpected tax consequences? Snowbirds Expat Radio host Gerry Scott sits down with Mike Wallace from Greenback Tax to tackle the complexities of U.S. expat taxes. Mike dives deep into tax treaties, highlighting the benefits and pitfalls that U.S. expats face when filing with the IRS.  They discuss the rise of remote work and digital nomadism, which are transforming the expat lifestyle, along with the challenging decisions that lead some to consider renouncing U.S....

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kirill Chistyakov, Director, Private Client Individual Tax Services at Trowbridge Professional Corporation, and Logan Cerelli-Lough, Senior Manager, Private Client Individual Tax Services at Trowbridge Professional Corporation, about 12-month and 183-day rules.

In this episode, Gerry Scott is joined by tax expert Steven Flynn to break down Donald Trump’s recent campaign pledge to eliminate double taxation on U.S. citizens living abroad. Together, they explore how campaign promises, especially on tax reform, are often ambitious but face significant legislative hurdles. They provide an in-depth look at the impact of these promises on expatriates and the broader investment landscape. Steven and Gerry also shed light on the intricacies of U.S. tax...

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Greenback’s CEO Mike Wallace about the psychological aspects of financial decision-making for expats, common tax-related challenges, such as understanding the complexities of FATCA, FBAR, as it applies to overseas Americans, and how to manage complex tax situations.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about what Canadians need to know when they sell their property in the United States.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kevyn Nightingale from Levy Salis, LLP about why more Canadians than ever are moving to the United States, what they should know, the tax implication and what you can do about it.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about filing US taxes, specificially SL / Relief Procedures, the difference between the two, the process involved and Form 8854.

The Tax Consequences of Leaving Canada Permanently features Gerry Scott chatting with Kenneth Keung, Director of Canadian Tax Advisory, Moodys Tax.

Welcome to this Snowbirds US Day Tracker webinar. Today’s topic is your Welcome to Canada – US Snowbirds “What If” Checklist: Problems and Planning Solutions. Your esteemed hosts for this webinar are Gerry Scott, founder of the Snowbirds US Day Tracker and David Luzon, Partner at Barclay Damon. Gerry is an experienced advisor, specializing in cross-border solutions. He also hosts the Snowbirds US Expats Radio Podcast, and is a snowbird, just like you! David is a trust and estate and...

Here are the answers to commonly asked FBAR questions from returning guest Robert Clegg "CanadAmerican Tax". Originally from Washington State but now based in Victoria, Robert graduated with a Juris Doctorate (JD) degree from Gonzaga University and a Master of Laws in Taxation (LLM) degree from the University of Washington. Robert was admitted to law practice in the State of Washington in 1997 and remains an active member in good standing with the Washington State Bar Association. Based in...

In today’s podcast, we will expanding on last week’s episode, where Dr Jason Rivers, discussed the “dangers of un protected exposure to the sun can lead to serious health issues. What I took away from my discussion with Dr Rivers, “Bob Marley and Jimmy Buffett, both died of Melanoma, (Skin Cancer). Today, we will be discussing “Fitness Tips for Active Snowbirds” with Tommy Europe. Renowned as one of Canada’s top fitness trainers, Tommy Europe has made a significant impact in the health...

Gerry talks with Dr. Jason K. Rivers, a clinical professor of dermatology and a past director of the dermatology residency training program at the University of British Columbia, about what Snowbirds need to know about their skin and the sun. Currently he practices medical and cosmetic dermatology at Pacific Derm in Vancouver, BC, and is the developer and founder of Riversol Skin Care. Dr. Rivers’ dedication to excellence in patient care and clinical skills has earned him recognition by being...

Kevi Velcani from Moody's Private Client Law tells Gerry exactly how one becomes a Canadian citizen.

In this episode, Gerry Scott speaks with Steven Flynn, CPA, CA, CPA (Washington) Partner about US and Canadian tax issues impacting Canadians buying US real estate.

In this episode, Gerry Scott speaks with Sid RAO, TAX Lawyer and Partner with MNP’s International Tax Services Group about Canadians doing business in the United States.

This conversation is focused on Canadians / Americans that live on one side of the border while working on the other side. Our guest expert is Frank Casciaro, Senior Manager at RSM Canada based in Toronto Canada.

Guests: Julia Herzog Immigration Lawyer, based in Victoria BC and Robert Clegg, Cross-Border Tax Accountant, based in Surrey BC Topics Federal and State tax compliance Business visitors and treaty-based legal status

Guest Mary Beth Lougen, President and Founder of “American Expat Tax Services. American Expat Tax Services is an income tax preparation firm that specializes in all areas of US Income Tax Preparation, Expat Tax Advice, Compliance, and IRS Problem Resolution for American Expats living or working outside of the United States.

We are talking about Canadians that have spent the last 20/30 + years working and living in the US, are now considering moving back and retiring in Canada.

Gerry Scott chats with Ryan Sirovyak, CPA, CA, CPA and Davis Griscowsky, CPA with EBT Chartered Professional Accountants about what you need to know about inheriting a Roth IRA.

Gerry Scott chats with Trent Robinson, CPA, CA with Buckberger Baerg & Partners LLP about the US taxation of Canadian tax deferred plans for residents or citizens of the US (i.e. RRSP, RRIFs, and RPP).

Gerry Scott chats with Steven Sherman from Cross Border Tax about whether you should transfer your US Qualified Plan to an RRSP.

Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.