5 Options for Americans not Filing with the IRS

Much has been made in the media lately about the IRS coming after Americans living in Canada (and abroad) through the Foreign Account Tax Compliance Act (FATCA). Starting July 1, 2014, most Canadian financial institutions will begin reporting any accounts associated...
Brian Wruk

Brian Wruk

Brian Wruck is a Certified Financial Planner™ specializing in high net worth individuals making the transition between Canada and the U.S. His firm,Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment...
Mitchell Marenus

Mitchell Marenus

Mitchell Marenus is a Certified Financial Planner™and Chartered Financial Analyst holder specializing in investment planning and management uniquely related to high net worth individuals making the transition between Canada and the U.S. Based in Miami, FL,...
Eva Sunderlin

Eva Sunderlin

Eva Sunderlin holds the Registered Paraplanner® designation from The College for Financial Planning and specializes in the financial planning issues of individuals making the transition between Canada and the U.S. since 1992. Based out of the Arizona office, Eva works...