Caleb and Riley are joined by Peter Blomfield, a U.S. tax advisor focused on international tax issues for U.S. citizens living in Canada. If you spend many months a year in the US, are a dual citizen or thinking about purchasing U.S. real estate, this episode is full of really great information and advice on how to navigate U.S. taxes and avoid common potential traps.

Learn more about:

  • Dual citizenship and the associated tax dilemma. Uncover the complexities of U.S. tax filing for dual citizens and learn about potential paths like U.S. citizenship renunciation.
  • How to be a successful snowbird and navigating the essential ‘Day Count Rule’ and ‘Substantial Presence Test’ for Canadians spending part of the year in the U.S.
  • What to know before making a cross-border real estate purchase and the tax implications for Canadians purchasing U.S. real estate.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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