Gerry Scott chats with Gordon Dale about Roth IRAs fs. Traditional IRAs and whether a backdoor IRA makes sense for Expats and Snowbirds.

Gerry Scott chats with David Luzon, Partner at Barclay Damon LLP. David is a trust and estate and wealth planning attorney with over 25 years of experience. David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.

Gerry Scott chats with Sharon Conrad from Hanson Crossborder Tax about Restricted Stock Units (RSUs), Employee Stock Ownership Plan (ESOP) and Crossing Borders and Maximizing Investments: Navigating Your Finances.

Gerry Scott chats with Karlene Mulraine from Cross-Border Financial Professional Corporation about why you should work with a cross-border accountant and cross border financial advisor and mistakes to avoid when moving to Canada.

Gerry Scott chats with Heather Sanders from Tax Junction about how bringing together your accounts, including TIAA, TSP, Roth IRA, IRA, 401(k) & Investment Account under one firm isn't just about numbers; it's about creating a harmonious financial landscape. Learn how streamlining your financial picture will help pave the way for a more cohesive and effective strategy.

Gerry Scott chats with Tony Batti and Cindy Jay from CompassTAX about taxation implications for Americans moving to Canada and the importance of having a financial adviser that can administer your investments on both sides of the border.

Gerry Scott chats with Michael Shomali MJS CPA about a recent blog post on snowbirdswealthmanagement.com about The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP.

Gerry Scott chats with Emma Raivio, Tax Manager at VSH, about helping international and cross-border businesses address their intricate accounting, taxation, and business planning requirements.

Gerry Scott chats with Kim G C Moody to learn what's new with the founder of Moodys Private Client, Moodys Tax.

Gerry Scott chats with the 30th premier of British Columbia, Mike Harcourt, about his time as mayor of Vancouver, and Premier of British Columbia.

Debra Callicutt is an international tax partner with Baker Tilly US, LLP with more than 25 years of experience consulting with clients regarding their international operations such as setting up foreign subsidiaries, investing or selling overseas, sending employees overseas and reviewing treaties. In this episode, she chats with Gerry Scott about Snowbirds buying property in the United States.

Gerry Scott chats with Andersen's Steven Flynn about the new Canadian Federal Vacancy Tax, the British Columbia Speculation and Vacancy Tax, the various city vacancy taxes, and how home owners should navigate.

Tired of the government taxing all of your hard-earned money? Looking for legal methods that allow you to keep your money in your hands at all times? Then Alex Doulis’s Take Your Money And Run! is the book for you. In this episode, Gerry Chats with Alex about what he's learned.

Devastating wildfires burning on Maui and the Big Island have killed at least 96 people, forced thousands to evacuate, and nearly destroyed the city of Lāhainā. In this special episode, Gerry Scott and Paul Aker discuss how we can help Maui rebuild.

Toronto Mike makes his Snowbirds Expats Radio Podcast debut as he chats with Gerry Scott about the new site, the Snowbirds US Day Tracker app, the podcast, and what he's listening to these days.

Adam Horodnyk, Vice-President at TFX International, chats with Gerry Scott about shipping vehicles down south and home. How does TFX service the market for vehicle transport for snowbirds across Canada? What differentiates TFX from other providers? How can TFX help with cars purchased in the USA? What car events are there for snowbirds in USA? The answers to these questions and more in this episode of the Snowbirds US Expats Radio Podcast.

John Demetri joined Baker Tilly WM LLP in August 2018 as a Senior Manager in the Tax Group and in January 2023 became Partner. John specializes in providing cross-border tax planning and tax compliance service to both individuals and businesses doing business in Canada and the U.S. In this episode, Gerry Scott and John discuss what you need to know when you decide to leave Canada, and what you need to know when leaving the US and heading to Canada, from an employment, permanent residence...

Jonathan Liang is the Manulife Affinity Sales Manager for Western Canada. He joined Manulife in 2019, specializing in assisting advisors with Travel and other individual insurance products. He recently became a Vancouverite in 2023, but prior to that, he was a wholesaler for the Toronto region. With a diversified background in other related roles such as Property & Casualty (Home and Auto) and Actuarial Pricing, Jonathan is a reliable individual insurance expert and you'll learn a great...

Gordon Dale has over 14 years of experience with the Big 4 accounting firms and a top 15 Regional accounting firm and he's here to tell us everything we need to know about Passive Foreign Investment Company (PFIC).

With more than 15 years of experience playing key roles in some of the world’s leading immigration law firms and international global mobility consulting groups, Oliver Branch is uniquely qualified to provide US legal advice in all areas of US immigration law and related global mobility services. In this conversation with Gerry Scott, Oliver answers such questions as whether Canadians require a visa to enter the U.S. as a visitor, what is the difference between a visitor, visa, ESTA, and...

In this episode of the Snowbirds US Expats Radio Podcast, Gerry Scott and returning Snowbirds real estate corespondent Miles Takacs dig deeper into the top 5 markets, as determined by the down loads of the Snowbirds US Day Tracker App. Gerry and Miles also discuss summarizing your home down south and what to do when it's time to sell or buy.

In this episode of the Snowbirds US Expats Radio Podcast, Gerry Scott and immigration lawyer Evelyn Ackah of Ackah Law, discuss “Canadians moving back to Canada from the US”. Evelyn Ackah is a Founder and Managing Lawyer of Ackah Business Immigration Law which was founded on December 1, 2010 in Calgary, Alberta. Her practice focuses exclusively in the area of Canadian and US Business immigration law. Evelyn’s parents’ journey to Vancouver is a very inspiring story.

This episode we look at the top 10 cites for snowbirds nesting down south. Our top 10 list is based on the downloads from our app, the Snowbirds US Day Tracker. We discuss the recent 12 month data that includes average price for listings, number of units sold in the previous 12 months and average time on the market. This will include the % increase or decreases. Miles Takacs is our real state guru providing a monthly Update on our top 10 list, as well as where Canadians are choosing to...

This episode we look at the top 10 cites for snowbirds nesting down south. Our top 10 list is based on the downloads from our app, the Snowbirds US Day Tracker. We discuss the recent 12 month data that includes average price for listings, number of units sold in the previous 12 months and average time on the market. This will include the % increase or decreases. Miles Takacs is our real state guru providing a monthly Update on our top 10 list, as well as where Canadians are choosing to...

In this episode, Gerry Scott speaks with Kim Moody, FCPA, FCA, TEP, director, Canadian Tax Advisory, about US Revocable Trust and the problems of putting Canadians on as a Trustee.