March 2014 – Dollars and Sense Radio Show



Montreal, Quebec – March 20, 2014

On the March 20th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Matt C. Altro, Cross Border Financial Planner, Partner & COO at Altro Levy LLP and Principal & CEO at MCA Cross Border Advisors Inc.

The show focused on cross border issues that are changing or important timely matters for Canadians and Americans living in Canada to be aware of. The topics discussed included: the information flow between Canada & the US, cross border planning for same-sex couples, green cards & the US, income tax filings for Americans living in Canada & Canadians with US rental properties, and the return of the Snowbirds. David and Matt also answered several caller questions during their monthly show. Read the rest of this entry »

February 2014 – Dollars and Sense Radio Show



Montreal, Quebec – February 27, 2014

On the February 27th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Jonah Z. Spiegelman, Partner at Altro Levy and British Columbia, Alberta & California Attorney.

The show focused on key client profiles that David and Jonah meet with regularly, which include: Canadians with US assets, Canadians with US resident children, Americans living in Canada and American dual citizens. While taking live caller questions, David and Jonah discussed considerations when purchasing US property, US estate tax, gifting strategies, various trusts, Canadian planning techniques that often don’t work for dual citizens, FBAR and FATCA. Read the rest of this entry »

January 2014 – Dollars and Sense Radio Show



Montreal, Quebec – January 21, 2014

On the January 21st episode of Dollars and Sense on CJAD 800 AM, Matt C. Altro, Partner & Chief Operating Officer at Altro Levy LLP and also a cross border financial planner, was joined by invited guest Tony Loffreda, Regional Vice President of Commercial Financial Services for Western Quebec at RBC Royal Bank.

The show focused on the various elements that Canadians are wise to consider if they are planning to move to the U.S., as opposed to spending only six months per year in the sun. While taking live caller questions, Matt discussed immigration options, health care considerations in light of Obamacare, Canadian departure tax, possible RRSP savings, FATCA and Americans moving to Canada. Invited guest Tony Loffreda provided listeners with an insight to the Canadian and US economies, and the effects of the fluctuating Canadian dollar. Read the rest of this entry »

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 »

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 »

Ask the Experts Radio Show – March 2013


On the March episode of Ask the Experts on Newstalk1010, Partner & Chief Operating Officer Matt C. Altro, and Associate Jason Ansel spoke about the many issues faced by Canadians who own US property or are planning to move to the US. Read the rest of this entry »

Ask the Experts Radio Show – February 2013


On the February episode of Ask the Experts on Newstalk1010, Managing Partner David A. Altro and Partner & Chief Operating Officer Matt C. Altro spoke about the fiscal cliff deal that was made by the US government at the start of 2013. Read the rest of this entry »

Dollars and Sense Radio Show – January 2013

Montreal, Quebec – January 31, 2013

On the January 31st episode of Dollars and Sense on CJAD 800 AM, Certified Financial Planner Matt Altro and legal expert David A. Altro discussed the changes made by the US government with regards to the fiscal cliff deal. Read the rest of this entry »

Dollars and Sense Radio Show – November 2012

Montreal, Quebec – November 29, 2012

On the November 29th episode of Dollars and Sense on CJAD 800 AM, host and Certified Financial Planner, Matt Altro and legal expert David A. Altro present to listeners The Altro Bucket List – 10 Things To Do Before You Die. Read the rest of this entry »

Ask the Experts Radio Show – November 2012


On the November episode of Ask the Experts on Newstalk1010, Managing Partner David A. Altro and Chief Operating Officer Matt Altro speak about the many issues that Canadians need to be aware of when considering buying property in the U.S. and moving to the U.S.

Host Iain Grant goes through various client situations for that relate to probate, incapacity, rental properties, the number of days allowed in the US, immigration to the US, and US estate tax and the possible upcoming changes in light of the US election results. David Altro and Matt Altro also answer some live caller questions on these topics.

Listen to the program below and don’t forget to tune in to the show the first Saturday of every month at 5 PM EST on Newstalk1010.

Part 1

Part 2

Part 3

Part 4

Part 5

Part 6