I worked in Canada for 11 years and in the US for 18 years. I would like to maximize my retirement pension from both countries. I am concerned about the Windfall Elimination Provision (WEP) and how it might affect my Social Security benefits. Additionally, I am wondering about my eligibility for the Canadian Old Age Security (OAS) pension and if I qualify for any benefits from my ex-spouse's pension. I also want to know if I have to pay taxes on my Social Security or Canadian Pension Plan (CPP) income and when the soonest I can retire from both countries.

December 11th, 2023

I am seeking to hire a lawyer to apply for Medicaid for my elderly father who is in short-term rehab. He has made transfers to his girlfriend/partner of 50 years, which may affect his Medicaid eligibility. What should I look for in a lawyer, and what can I expect from the process?

December 18th, 2024

For a managed account where the owner passed away, how does the step-up basis work and how are taxes handled when the positions are sold and the proceeds are moved to the beneficiaries' accounts?

February 23rd, 2024

I am moving from Washington state to New York for a year. I have a permanent residence in Washington and my employer is based in New York but has operations in multiple states. I was hired as a remote employee based in Washington state. Can I avoid paying New York state income taxes while I am physically in New York, given that I still have a permanent residence in Washington and my payroll is currently assigned to Washington state, which does not have income tax?

September 29th, 2023

A US mother, who is a dual citizen and resides in Puerto Rico, wants to gift a Canadian home to her US son. Does the son need to report this property gift on any IRS form, such as Form 3520 or Form 709, and what are the implications if the mother does not file a tax return regularly?

May 20th, 2024