by Polaris Tax Counsel | Feb 4, 2020 | Presentations
Max Reed gave a presentation to a group of US and Canadian tax accountants on how to avoid the application of the punitive US PFIC regime to common Canadian investment products. View the full presentation here (PDF format).
by Polaris Tax Counsel | Feb 4, 2020 | Presentations
Max Reed gave a presentation to a group of US and Canadian tax accountants about how to resolve IRS penalties. View the presentation here (PDF format).
by Polaris Tax Counsel | Oct 30, 2019 | Cross-Border Tax
Many Canadian tax-exempt investors invest in US equities through a standard Canadian pooled fund. This means that they pay the 15% US dividend withholding tax on US equity investments. This can be refunded. To illustrate, assume that a Canadian charity invests in...
by Polaris Tax Counsel | Oct 29, 2019 | Technical Articles
In a recent article in the Journal of Aboriginal Management, Max Reed outlines how Canadian indigenous groups can get a refund of US tax. Read the full text here (PDF format).
by Polaris Tax Counsel | Oct 2, 2019 | Cross-Border Tax
In tax year 2018, the coverage of Form 8858 was expanded to require the reporting of not only interests related to foreign disregarded entities (“FDEs”), but also foreign branches (“FBs”). This revision to Form 8858 to expand its coverage to FBs have given rise to...
