UU.SU

U.S Canada and cross border tax

U.S. federal 1040 & state personal income tax returns for U.S. persons including various annual information returns forms such as 5471s, 3520/3520As and 8621s
U.S. federal 1040NR & state non-resident alien income tax returns
U.S. federal 706 estate & 709 gift tax returns
U.S. expatriation tax returns
U.S. federal 1041 & state income tax returns for estates & trusts
Annual filing of form FinCen 114 (FBAR) with Department of U.S. Treasury
Preparation of U.S. annual information forms such as W-2s/W-3, 1099-Misc, 1042-S and 8288/8288-A (FIRPTA tax withholdings)

Consultation on various U.S-Canada cross border tax issues
U.S. cross-border investment planning including investment in U.S. real property under FIRPTA
Planning related to the transfer of IRA, 401k and US investments to Canada
U.S. tax consequences to U.S. persons owning RRSP/RESP/TFSA/Mutual funds in Canada
US tax consequences to U.S. persons living in Canada and owning shares in Canadian private corporations including 951A GILTI income, Subpart F income and PFIC issues

U.S. federal 1120/1120-F and state corporate income tax returns for U.S. corporations and foreign corporations in Canada
U.S. federal 1065 and state partnership income tax returns for U.S. partnerships and foreign partnerships in Canada
Filings of U.S. federal elections under U.S.-Canada Tax Treaty

Canadian tax consequences to U.S. persons and Canadians owning the US entities including foreign affiliate analysis
Corporate tax and investment planning for the foreign corporations investing in U.S. real property under FIRPTA
Analysis of permanent establishment (PE) under U.S.-Canada Tax Treaty