Cross-Border Donating – Impact Beyond Borders
9/30/2025
Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
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Focus turns from rewarding AI build-outs to its use, discipline, and monetization

8/10/2026

Review the latest Insights and Strategies.
Markets & Investing
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
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Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
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Earnings growth continues to drive optimism in the markets, despite geopolitical backdrop

7/9/2026

Review the latest Insights and Strategies.
Markets & Investing