Explore every episode of the podcast Snowbirds US Expats Radio Podcast

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kevyn Nightingale from Levy Salis, LLP about why more Canadians than ever are moving to the United States, what they should know, the tax implication and what you can do about it.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about filing US taxes, specificially SL / Relief Procedures, the difference between the two, the process involved and Form 8854.

This conversation is focused on Canadians / Americans that live on one side of the border while working on the other side. Our guest expert is Frank Casciaro, Senior Manager at RSM Canada based in Toronto Canada.

Guests: Julia Herzog Immigration Lawyer, based in Victoria BC and Robert Clegg, Cross-Border Tax Accountant, based in Surrey BC Topics Federal and State tax compliance Business visitors and treaty-based legal status

Guest Mary Beth Lougen, President and Founder of “American Expat Tax Services. American Expat Tax Services is an income tax preparation firm that specializes in all areas of US Income Tax Preparation, Expat Tax Advice, Compliance, and IRS Problem Resolution for American Expats living or working outside of the United States.

We are talking about Canadians that have spent the last 20/30 + years working and living in the US, are now considering moving back and retiring in Canada.

Gerry Scott chats with Ryan Sirovyak, CPA, CA, CPA and Davis Griscowsky, CPA with EBT Chartered Professional Accountants about what you need to know about inheriting a Roth IRA.

Gerry Scott chats with Trent Robinson, CPA, CA with Buckberger Baerg & Partners LLP about the US taxation of Canadian tax deferred plans for residents or citizens of the US (i.e. RRSP, RRIFs, and RPP).

Gerry Scott chats with Steven Sherman from Cross Border Tax about whether you should transfer your US Qualified Plan to an RRSP.

Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.

Gerry Scott chats with Gordon Dale about Roth IRAs fs. Traditional IRAs and whether a backdoor IRA makes sense for Expats and Snowbirds.

Gerry Scott chats with David Luzon, Partner at Barclay Damon LLP. David is a trust and estate and wealth planning attorney with over 25 years of experience. David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.

The Tax Consequences of Leaving Canada Permanently features Gerry Scott chatting with Kenneth Keung, Director of Canadian Tax Advisory, Moodys Tax.

Gerry Scott chats with Sharon Conrad from Hanson Crossborder Tax about Restricted Stock Units (RSUs), Employee Stock Ownership Plan (ESOP) and Crossing Borders and Maximizing Investments: Navigating Your Finances.

Gerry Scott chats with Karlene Mulraine from Cross-Border Financial Professional Corporation about why you should work with a cross-border accountant and cross border financial advisor and mistakes to avoid when moving to Canada.

Gerry Scott chats with Heather Sanders from Tax Junction about how bringing together your accounts, including TIAA, TSP, Roth IRA, IRA, 401(k) & Investment Account under one firm isn't just about numbers; it's about creating a harmonious financial landscape. Learn how streamlining your financial picture will help pave the way for a more cohesive and effective strategy.

Gerry Scott chats with Tony Batti and Cindy Jay from CompassTAX about taxation implications for Americans moving to Canada and the importance of having a financial adviser that can administer your investments on both sides of the border.

Gerry Scott chats with Michael Shomali MJS CPA about a recent blog post on snowbirdswealthmanagement.com about The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP.

Gerry Scott chats with Emma Raivio, Tax Manager at VSH, about helping international and cross-border businesses address their intricate accounting, taxation, and business planning requirements.

Gerry Scott chats with Kim G C Moody to learn what's new with the founder of Moodys Private Client, Moodys Tax.

Gerry Scott chats with the 30th premier of British Columbia, Mike Harcourt, about his time as mayor of Vancouver, and Premier of British Columbia.

Debra Callicutt is an international tax partner with Baker Tilly US, LLP with more than 25 years of experience consulting with clients regarding their international operations such as setting up foreign subsidiaries, investing or selling overseas, sending employees overseas and reviewing treaties. In this episode, she chats with Gerry Scott about Snowbirds buying property in the United States.

Gerry Scott chats with Andersen's Steven Flynn about the new Canadian Federal Vacancy Tax, the British Columbia Speculation and Vacancy Tax, the various city vacancy taxes, and how home owners should navigate.

Welcome to this Snowbirds US Day Tracker webinar. Today’s topic is your Welcome to Canada – US Snowbirds “What If” Checklist: Problems and Planning Solutions. Your esteemed hosts for this webinar are Gerry Scott, founder of the Snowbirds US Day Tracker and David Luzon, Partner at Barclay Damon. Gerry is an experienced advisor, specializing in cross-border solutions. He also hosts the Snowbirds US Expats Radio Podcast, and is a snowbird, just like you! David is a trust and estate and wealth planning attorney with over 25 years of experience and he’s based in Buffalo, New York.

Tired of the government taxing all of your hard-earned money? Looking for legal methods that allow you to keep your money in your hands at all times? Then Alex Doulis’s Take Your Money And Run! is the book for you. In this episode, Gerry Chats with Alex about what he's learned.

Devastating wildfires burning on Maui and the Big Island have killed at least 96 people, forced thousands to evacuate, and nearly destroyed the city of Lāhainā. In this special episode, Gerry Scott and Paul Aker discuss how we can help Maui rebuild.

Toronto Mike makes his Snowbirds Expats Radio Podcast debut as he chats with Gerry Scott about the new site, the Snowbirds US Day Tracker app, the podcast, and what he's listening to these days.

Adam Horodnyk, Vice-President at TFX International, chats with Gerry Scott about shipping vehicles down south and home. How does TFX service the market for vehicle transport for snowbirds across Canada? What differentiates TFX from other providers? How can TFX help with cars purchased in the USA? What car events are there for snowbirds in USA? The answers to these questions and more in this episode of the Snowbirds US Expats Radio Podcast.

John Demetri joined Baker Tilly WM LLP in August 2018 as a Senior Manager in the Tax Group and in January 2023 became Partner. John specializes in providing cross-border tax planning and tax compliance service to both individuals and businesses doing business in Canada and the U.S. In this episode, Gerry Scott and John discuss what you need to know when you decide to leave Canada, and what you need to know when leaving the US and heading to Canada, from an employment, permanent residence view point.

Jonathan Liang is the Manulife Affinity Sales Manager for Western Canada. He joined Manulife in 2019, specializing in assisting advisors with Travel and other individual insurance products. He recently became a Vancouverite in 2023, but prior to that, he was a wholesaler for the Toronto region. With a diversified background in other related roles such as Property & Casualty (Home and Auto) and Actuarial Pricing, Jonathan is a reliable individual insurance expert and you'll learn a great deal in this conversation with Gerry Scott.

Gordon Dale has over 14 years of experience with the Big 4 accounting firms and a top 15 Regional accounting firm and he's here to tell us everything we need to know about Passive Foreign Investment Company (PFIC).

With more than 15 years of experience playing key roles in some of the world’s leading immigration law firms and international global mobility consulting groups, Oliver Branch is uniquely qualified to provide US legal advice in all areas of US immigration law and related global mobility services. In this conversation with Gerry Scott, Oliver answers such questions as whether Canadians require a visa to enter the U.S. as a visitor, what is the difference between a visitor, visa, ESTA, and status? what are you permitted to be doing or prohibited from doing in the U.S. as a visitor and whether there is a 180 or 183 day rule for Canadian visitors in the U.S.

In this episode of the Snowbirds US Expats Radio Podcast, Gerry Scott and returning Snowbirds real estate corespondent Miles Takacs dig deeper into the top 5 markets, as determined by the down loads of the Snowbirds US Day Tracker App. Gerry and Miles also discuss summarizing your home down south and what to do when it's time to sell or buy.

In this episode of the Snowbirds US Expats Radio Podcast, Gerry Scott and immigration lawyer Evelyn Ackah of Ackah Law discuss “Canadians moving back to Canada from the US”. Evelyn Ackah is a Founder and Managing Lawyer of Ackah Business Immigration Law which was founded on December 1, 2010 in Calgary, Alberta. Her practice focuses exclusively in the area of Canadian and US Business immigration law. Evelyn’s parents’ journey to Vancouver is a very inspiring story.

Here are the answers to commonly asked FBAR questions from returning guest Robert Clegg "CanadAmerican Tax". Originally from Washington State but now based in Victoria, Robert graduated with a Juris Doctorate (JD) degree from Gonzaga University and a Master of Laws in Taxation (LLM) degree from the University of Washington. Robert was admitted to law practice in the State of Washington in 1997 and remains an active member in good standing with the Washington State Bar Association. Based in Canada for over 15 years, including time in the tax departments of two Big 4 accounting firms, his extensive knowledge of U.S. federal and state personal taxation enables him to provide timely and effective compliance and planning services to you.

This episode we look at the top 10 cites for snowbirds nesting down south. Our top 10 list is based on the downloads from our app, the Snowbirds US Day Tracker. We discuss the recent 12 month data that includes average price for listings, number of units sold in the previous 12 months and average time on the market. This will include the % increase or decreases. Miles Takacs is our real state guru providing a monthly Update on our top 10 list, as well as where Canadians are choosing to retire when the big Canadian cities become overwhelming. Miles Takacs is a Real State Agent with Re/Max Victoria.

In this episode, Gerry Scott speaks with Kim Moody, FCPA, FCA, TEP, director, Canadian Tax Advisory, about US Revocable Trust and the problems of putting Canadians on as a Trustee.

In this episode, Gerry Scott speaks with Don Edwards about the “Friendship Cup”, a golf tournament that brings together Canadians and Americans living on both sides of the border. The golf tourney takes place June 26th – 29th at “Legends on the Niagara Golf Complex in Niagara Falls, Canada.

Qualified cross-border advisory teams are not as common as you would think. Very few financial services firms provide the platform and the licensing capabilities to service assets on both sides of the border. In this conversation with Gerry Scott, Pat Fournier CPA CA, CPA (WA) and James Stewart CPA CA, CPA (WA) explain the importance of having a cross-border advisor who are licensed with regulators in both Canada and the United States and understand the intricacies of cross-border wealth management.

With more than 15 years of experience playing key roles in some of the world’s leading immigration law firms and international global mobility consulting groups, Oliver Branch is uniquely qualified to provide US legal advice in all areas of US immigration law and related global mobility services. In this conversation with Gerry Scott, Oliver dispels the myth of the "30 day rule" for Canadian Snowbirds, as well as the 12 month rolling calendar.

Steven concentrates in the area of Canadian and US cross-border tax. His practice includes US and Canadian income tax planning and compliance for both individuals and businesses. He provides income tax advice on US investment and operations in Canada, Canadian investment and operations in the US, investment in US and Canadian real property, employee or individual emigration and/or temporary relocation and the Canada-US Income Tax Treaty. He also represents clients before the Internal Revenue Service and Canada Revenue Agency.

In today’s podcast, we will expanding on last week’s episode, where Dr Jason Rivers, discussed the “dangers of un protected exposure to the sun can lead to serious health issues. What I took away from my discussion with Dr Rivers, “Bob Marley and Jimmy Buffett, both died of Melanoma, (Skin Cancer). Today, we will be discussing “Fitness Tips for Active Snowbirds” with Tommy Europe. Renowned as one of Canada’s top fitness trainers, Tommy Europe has made a significant impact in the health and wellness industry. With accolades such as being selected as one of Canada’s Top Fitness Trainers and being a National Champion for the Canadian Men’s Health Foundation, Tommy has solidified his status as one of Canada’s most recognizable fitness personalities. Following his successful football career, Tommy founded Tommy Europe Fitness, where he developed “The SHRED Mentality” – a comprehensive training, performance, and success tool that he shares with audiences nationwide.

Gerry talks with Dr. Jason K. Rivers, a clinical professor of dermatology and a past director of the dermatology residency training program at the University of British Columbia, about what Snowbirds need to know about their skin and the sun. Currently he practices medical and cosmetic dermatology at Pacific Derm in Vancouver, BC, and is the developer and founder of Riversol Skin Care. Dr. Rivers’ dedication to excellence in patient care and clinical skills has earned him recognition by being the recipient of Canada’s “Best Doctors” award for a number of years. He is the current vice president/incoming president of the Canadian Dermatology Association and president of the Acne and Rosacea Society of Canada. A former national director of the Canadian Dermatology Association’s Sun Awareness and Skin Cancer Prevention Program, Dr. Rivers continues to serve as Regional Director. These campaigns, which reach millions of Canadians each year through the media and distribution of educational materials, involves working in tandem with groups such as the Canadian Cancer Society and the BC Ministry of Health. Dr. Rivers was one of the principal investigators of the first national study on the sun protection habits of Canadians. He presented a report on the findings to the House of Commons Hearing Committee on the Environment (effects of ozone depletion on human skin) and was involved in a forum to create the UV Index. Dr. Rivers’ experience in aesthetic medicine spans more than 25 years and he has been invited as a key speaker to present on both medical and cosmetic dermatology topics at national and international symposia. He is the immediate past president of the Canadian Society for Dermatologic Surgery, an organization whose membership is comprised of dermatologists with dual expertise in skin disorders and aesthetic medicine. He is the current President of the Board of Directors for the Acne and Rosacea Society of Canada.

Kevi Velcani from Moody's Private Client Law tells Gerry exactly how one becomes a Canadian citizen.

In this episode, Gerry Scott speaks with Steven Flynn, CPA, CA, CPA (Washington) Partner about US and Canadian tax issues impacting Canadians buying US real estate.

In this episode, Gerry Scott speaks with Sid RAO, TAX Lawyer and Partner with MNP’s International Tax Services Group about Canadians doing business in the United States.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about what Canadians need to know when they sell their property in the United States.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Greenback’s CEO Mike Wallace about the psychological aspects of financial decision-making for expats, common tax-related challenges, such as understanding the complexities of FATCA, FBAR, as it applies to overseas Americans, and how to manage complex tax situations.