Altro & Associates, LLP
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David Altro on Shaw TV
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David A. Altro on Shaw TV, September 21, 2011.
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Cross Border Series -- George: Cross Border Trust
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328 views
George's mother is ill with dementia. He would like to sell her condo before she dies to avoid probate fees.
David examines the situation and informs George that his mothe...
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Cross Border Series - Maggie : Personal Ownership
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327 views
Maggie and her husband bought a house in Naples for $500,000 and put the title in her husband's name. After her spouse passed away, Maggie couldn't sell her house as her es...
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Cross Border Series - Stacy & Dale : Add The Kids On
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246 views
Stacy and Dale thought they found the perfect solution to probate by adding their kids on to their title. Unfortunatly, by doing so they triggered a US gift tax.
David A. ...
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Cross Border Series - John : RRSPs in Canada
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223 views
John moved to Atlanta in 2005, and has an RSSP worth $400,000 back in Canada.
John want to know if he can access his money since he is currently a non-Canadian resident?...
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Cross Border Series - Jacques: Canadians Starting a Business in the U.S.
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323 views
David A. Altro recommends consulting with a professional cross border consultant before embarking on their new US venture, as there are lots of aspects to take into conside...
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Cross Border Series -- Andy: U.S. Estate Tax
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259 views
Andy's father lives in Toronto and owns a million dollar Miami condo in his name. His worldwide assets are around $10,000,000. Andy is wondering if there is any estate tax ...
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Cross Border Series -- Justin: U.S. Citizen in Canada
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521 views
Justin is a U.S. citizen living in Toronto. After a long chat with a friend who was in a similar situation, Justin revealed that he did not file with the Internal Revenue ...
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Cross Border Series - Carole & Steve: Becoming a U.S. Resident - Tax Planning
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163 views
Steve and Carole are sick of the Canadian winters and want to move to Arizona to spend more time with their grandchildren. They are excited and ready, but worried about the...
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Cross Border Series - Doris: Children Living in the U.S.
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74 views
Doris has a son who is a doctor living and working in Boston. She wants to make sure that the money he will inherit from her will be shielded from U.S. tax on his subsequen...
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