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Financial Planning for Snowbirds

"Steve Nyvik, in his usual manner, has written a well-researched and detailed text." "A helpful guide for all Canadian snowbirds." James E. Rogers, CFP, CLU, CH.F.C. Chair CAIFA Board of Directors
Financial Planning for Snowbirds is a comprehensive guide designed to help financial advisors to provide expert advice to clients who are interested in becoming non-residents of Canada. Financial advisors will gain valuable insight into developing strategies that will save their clients income and transfer taxes now and for future generations. A broad overview of key planning concepts is followed by more in-depth information on the following topics:
  • the requirements to become a non-resident of Canada
  • the "Departure Tax" and other costs of becoming a non-resident
  • the concerns surrounding medical insurance
  • how the US residency rules work
  • how the US transfer tax rules work (Estate Tax, Gift Tax and Generation-Skipping Transfer Tax)
  • planning opportunities if one becomes a resident of the US or of some other country (not Canada, not the US)
Education Planning is part of CCH's Financial Advisor Series, written by financial advisors for financial advisors; however, "laypeople" will find the information very interesting and easy to follow.

Written by Steve Nyvik. Published by CCH Canadian Ltd., 2001.
Catalogue No. B530
Price $24.95
Format Softcover
Pages 288
Language English only
Price and availability subject to change. Shipping and applicable taxes extra.
Questions about this product? Please e-mail us.
Last modified: April 4, 2001

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