- For "snowbirds" and permanent residents - Save money with sound cross-border financial planning - Get the best from both countries - Learn tips on investing in real estate
Does well to outline issues to address and at least think of when moving to the US as a green card holder, but provides very little insight outside of spending big dollars on a lawyer to address them. Felt like one big marketing book for lawyers.
I'm an American who made a job-related move to Canada for about six years. The cross-border tax laws are complicated…I always cringed a little when my fellow ex-pats let H&R block do their cross-border returns.
This book won't make you an expert on the topic - I highly recommend consulting professionals with cross-border experience (hard to find, btw) - but it will provide you some basic knowledge of the issues you face financially and allow you to ask the right questions of your consultant. This book was a great resource during my time in Canada as well as post-Canada when I had some rather big financial decisions to make regarding my Canadian assets.
Arguably the best book on the topic out there at the moment. Extremely comprehensive and touches upon diverse situations - moves across the border in either direction, with pertinent strategies surrounding not just taxes, estate and business planning but immigration and health insurance issues as well! Truly a phenomenal read that is HIGHLY recommended. Clearly much better than "The Canadian Snowbird in America" by a different author.
If you're a Canadian moving to the US, and you are prudent you will want to read this book, even though most of it will not apply to you (unless you are a "snowbird" or other retiree with high net worth). Make sure you get the latest edition (as of this writing, 9th). Also, pick up "The Canadian in America" by Wruk.