Wealth without Borders
The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.
This edition of Wealth Without Borders discusses the elimination of the WEP. Read about the possibility that it will be repealed. We also examine tax and financial planning moves to help prepare you for the upcoming tax season if you are obligated to file a US tax return. Have you thought about 2024 tax planning? Read about actionable strategies to consider before year-end deadlines while considering your cross-border situation: your Canadian Investments integrated with your US investments. Plan a meeting with Steele Wealth Management to examine nuances and changes that could impact your typical year-end planning.
