9 episodes

Hosted by Phil Hogan, CPA, CA, CPA (Colorado) the Expat Tax and Financial Planning Podcast explores topics such as Canadian and US cross border taxation, cross border financial planning and investment planning between Canada and the US.

Crossing the 49th - Cross-Border Tax and Wealth Managment Podcast Phil Hogan, CPA, CA, CPA (CO)

    • Education

Hosted by Phil Hogan, CPA, CA, CPA (Colorado) the Expat Tax and Financial Planning Podcast explores topics such as Canadian and US cross border taxation, cross border financial planning and investment planning between Canada and the US.

    Cross-Border Tax and Investment Q&A – Episode 18

    Cross-Border Tax and Investment Q&A – Episode 18

    On episode #18 of Crossing the 49th Podcast we hosted a live Cross-Border Tax and Investment Q&A.



    On another instalment of cross-border Q&A we discuss various cross-border tax and investment related issues.… Read more...

    • 36 min
    Principal residence, losses, inherited IRA, FBARs and more – Episode 17

    Principal residence, losses, inherited IRA, FBARs and more – Episode 17

    On episode #17 of Crossing the 49th Podcast we discuss Principal residence, losses, inherited IRA, FBARs and more.



    On another instalment of cross-border Q&A we discuss various cross-border tax and investment related issues.… Read more...

    • 18 min
    Business Structures for Americans in Canada – Episode 15

    Business Structures for Americans in Canada – Episode 15

    On episode #15 of Crossing the 49th Podcast we discuss some business structures available for Americans living in Canada.



    We speak a lot to new and established Americans living in Canada that need to assess which business structure is right for them.… Read more...

    • 7 min
    Americans Selling their Principal Residence in Canada – Episode 14

    Americans Selling their Principal Residence in Canada – Episode 14

    On episode #14 of Crossing the 49th Podcast we discuss the tax implications of Americans living in Canada selling their main home.… Read more...

    • 12 min
    FAQ: foreign tax credits, incorporation and Bitcoin – Episode 13

    FAQ: foreign tax credits, incorporation and Bitcoin – Episode 13

    On episode #13 of Crossing the 49th Podcast we walk through more cross-border frequently asked questions.



     





    * I made a mistake on my cross-border returns, what should I do?… Read more...

    • 17 min
    Cross-Border FAQ: CRA reviews, W8, Inheritances, IRA or RRSP? – Episode 12

    Cross-Border FAQ: CRA reviews, W8, Inheritances, IRA or RRSP? – Episode 12

    On episode #12 of Crossing the 49th Podcast we walk through some frequently asked questions regarding cross-border tax and financial planning.… Read more...

    • 16 min