Ask the Experts Radio Show – April 2013


On the April episode of Ask the Experts on Newstalk1010, Managing Partner David A. Altro and Partner & Chief Operating Officer Matt C. Altro presented listeners with The Altro Levy Bucket List: 10 Things To Do Before You Die. Read the rest of this entry »

“Taxpayer Relief” could be Short-Lived



In my last update, I wrote about the American Taxpayer Relief Act, the eleventh-hour Fiscal Cliff compromise legislation, which narrowly avoided the return of U.S. estate tax for owners of US properties dying with a global estate worth more than $1 million. It was great news, especially for Canadian Snowbirds and real estate investors looking to take advantage of US real estate prices without jeopardizing the Canadian inheritances destined for their children.

But, as we say, the only sure thing in tax law is that the rules will change eventually. True to form, the latest budget proposal from the US government is suggesting changes that could have significant implications, both for Canadian Snowbirds and US citizens living in Canada. In particular, the ‘permanent’ $5 million estate tax exemption amount is back in play, and major changes in the treatment of certain trusts are proposed. Read the rest of this entry »

Dollars and Sense Radio Show – March 2013

Montreal, Quebec – March 28, 2013

On the March 28th episode of Dollars and Sense on CJAD 800 AM, Certified Financial Planner Matt C. Altro and legal expert David A. Altro presented listeners with The 10 Things To Do Before You Buy. Read the rest of this entry »

Update on Gang of Eight’s New US Immigration Reform Bill

Last week a bipartisan group of US Senators known as the “Gang of Eight” unveiled their proposed US immigration reform bill. The 844 page document contains what amounts to an overhaul of almost all aspects of the current US immigration system. It is still to be seen how much of the original bill will make it through the US congressional process. As it stands right now, the bill contains numerous changes of particular interest to Canadians. Read the rest of this entry »

Jonah Z. Spiegelman: Called to the Alberta Bar



Associate and head of our Vancouver office, Jonah Z. Spiegelman, was called to the Alberta Bar on April 5, 2013 and is expecting to be called to the California Bar later this year. Jonah specializes in cross border tax and estate planning.

The firm and team extend congratulations to Jonah and wish him continued success in western Canada. Congratulations, Jonah.

In related news, the Vancouver office is growing with the addition of an administrative assistant who will begin later this month.

David A. Altro Interviewed on CTV’s Canada AM

Toronto, Ontario – April 12, 2013 – Tips to Buying Real Estate in Florida

On April 12, 2013 Canada AM, television’s morning star and Canada’s most watched national morning newsmagazine, invited Altro Levy LLP’s Managing Partner David A. Altro to their CTV studio for a live on-air interview. Read the rest of this entry »

Canadians, the American Dream, and the EB-5 Investor Visa



It’s that time of year when Canadians wintering south of the border begin to realize that fairly soon they will be packing their things and making the long trip north again. Some of them will do so willingly, eager to get back to friends and family, others will consider extending their stay by another couple of weeks or months, and still others will wonder if there is not some way to make a permanent move south. Read the rest of this entry »