Lori Cantafio, CPA, CA, Professional Corporation, Chartered Professional Accountant
​California CPA ~ Canadian CPA, CA
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US Citizens in Canada Suggestions

5/14/2016

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To avoid paying too much tax (or incurring penalties) here are some of the things to consider:
Minimizing the number of bank and investment accounts on which you have an interest.
Consolidating your accounts and determine if it is necessary to be listed on joint accounts.
Consolidating all RRSP’s into a single account.
Transferring ownership of your RESP to a non-American relative, either a spouse or parent.
Divesting of all TFSA accounts.
Selling off all mutual funds, ETF's, REIT's and replacing them with stocks and bonds.
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Contact Info: 
Lori Cantafio, CPA
​(403) 630-0870
Lori@LoriCantafioCPA.com
Suite 1500, 205 5th Ave SW
​(Bow Valley Square Tower 2)
Calgary AB
T2P 2V7
LORI CANTAFIO, CPA, CA, CPA (CALIFORNIA, USA)
  • Home
  • US Tax questions
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  • About Me
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  • Home
  • US Tax questions
  • Canadians who own US Property
  • About Me
  • Contact
  • Blog
  • Resources