Client Relationship Summary

Transition Financial Advisors Group, Inc. – Client Relationship Summary Item 1 – Introduction Transition Financial Advisors Group, Inc. (“Transition”, “we” or “us”) is registered with the Securities Exchange Commission (“SEC”) as a Registered Investment Adviser...

Conflicts of Interest Disclosure Statement

Overview of Client Focused Reforms and Conflicts of Interest Disclosures The Canadian securities regulators are enhancing their rules to better support your interests as a client. These enhanced rules are based on the fundamental concept that your interests must...
A Tale of Two Accountants

A Tale of Two Accountants

One of the common mistakes we see when people move across the Canada/US border is the use of two accountants. Typically, when a client moves from one country to the other, they retain the accountant that served them all those years in their home country. Once they...
US Health Insurance for Canadians

US Health Insurance for Canadians

What does Obamacare Mean for Canadians?   Health insurance for Canadians moving to the U.S. has always been a problem . . . until now. In my books The Canadian in America and The American in Canada, I list two things as “must haves” before you can even consider a...

IRS PFIC – Understanding the Rules

Understanding the Passive Foreign Investment Company (PFIC) Rules and Regulations   Whole Article Background While many parts of the U.S. tax code are both convoluted and harsh, the IRS regulations involving the treatment of PFICs – Passive Foreign...