Cross-Border Planning Checklist for American “Summerbirds”
8/14/2026
Spending summers in Canada can be a rewarding way to reconnect with family, enjoy a cottage lifestyle, or escape warmer climates.
RJLU Blog
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
Understanding the 2025 U.S. Federal Tax Updates
5/22/2025
Introducing Our Quick Guide on 2025 U.S. Federal Tax: Key Facts and Figures
RJLU Blog
Tax Considerations for Canadians Selling Their U.S. Properties
2/24/2025
Owning a U.S. property and travelling south to enjoy the sunshine in states such as Florida or Arizona during the cold Canadian winters is enjoyed by many Canadians.
RJLU Blog
Putting more life into the 10-year rule
2/19/2025
With the recent finalization of the 10-year rule for IRAs, introduced by the SECURE Act, beneficiaries of qualified retirement accounts now need to think more strategically about what they’re inheriting.
RJLU Blog
The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
Year-end tax and financial planning considerations 2024
12/19/2024
The end of the year provides a time to review your financial plans and see how they should adapt, particularly amidst rapid change.
RJLU Blog
U.S. Donations Made by a Canadian
With Canada and the U.S. sharing such a close relationship in many
aspects of our daily lives, undoubtedly many Canadians would
have personal and professional ties to our American neighbour.
Tax Planning
