Snowbirds US Expats Radio Podcast

Snowbirds US Expats Radio Podcast

Whether you're a Canadian snowbird spending winters in the USA, or an American looking to move to Canada, the Snowbirds Expats Radio Podcast is loaded with useful information to guide you. Gerry Scott is the host of this podcast, Monday to Friday, Gerry works with Canadian and US clients as a cross border advisor with one of Canada’s largest and most respected wealth management firms.. The Snowbirds Expats Radio Podcast is brought to you by the Snowbirds US Day Tracker and the Canada Physical Presence Tracker apps. The Snowbirds US Day Tracker app helps you track the number of days you’re spending in the USA, which is essential to avoid being classified by the IRS as a US resident for tax purposes. The Canada Physical Presence Tracker is the easiest and most reliable way to track your physical permanent days for the purpose of renewing your permanent residence card (maple card). Simply enter the days into the calculator and track the progress as you get closer and closer to becoming a full time resident of Canada. Both apps offer a wide variety of services that include, USD exchange, tax and legal services, Real Estate, Medical Tourism, and more. Download them today on your iPhone or Android.

Episodes

So, You Want to be a Canadian?

April 24, 2024 • 33 mins
Kevi Velcani from Moody's Private Client Law tells Gerry exactly how one becomes a Canadian citizen.
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US and Canadian Tax Issues Impacting Canadians Buying US Real Estate Property

March 28, 2024 • 38 mins
In this episode, Gerry Scott speaks with Steven Flynn, CPA, CA, CPA (Washington) Partner about US and Canadian tax issues impacting Canadians buying US real estate.
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Canadians Doing Business in the US

March 27, 2024 • 24 mins
In this episode, Gerry Scott speaks with Sid RAO, TAX Lawyer and Partner with MNP’s International Tax Services Group about Canadians doing business in the United States.
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Cross Border Employees

March 13, 2024 • 36 mins
This conversation is focused on Canadians / Americans that live on one side of the border while working on the other side. Our guest expert is Frank Casciaro, Senior Manager at RSM Canada based in Toronto Canada.
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Canadians Doing Business in the USA: What you need to know, regarding Immigration and Tax Aspects

March 6, 2024 • 45 mins
Guests: Julia Herzog Immigration Lawyer, based in Victoria BC and Robert Clegg, Cross-Border Tax Accountant, based in Surrey BC Topics Federal and State tax compliance Business visitors and treaty-based legal status
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Discussing the Canada US Tax Treaty

February 21, 2024 • 34 mins
Guest Mary Beth Lougen, President and Founder of “American Expat Tax Services. American Expat Tax Services is an income tax preparation firm that specializes in all areas of US Income Tax Preparation, Expat Tax Advice, Compliance, and IRS Problem Resolution for American Expats living or working outside of the United States.
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Should Canadians Returning Home from the US, consider the Roth Conversion

February 14, 2024 • 43 mins
We are talking about Canadians that have spent the last 20/30 + years working and living in the US, are now considering moving back and retiring in Canada.
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Expatriate: Covered or Non-Covered

February 7, 2024 • 38 mins
Gerry Scott chats with Ryan Sirovyak, CPA, CA, CPA and Davis Griscowsky, CPA with EBT Chartered Professional Accountants about what you need to know about inheriting a Roth IRA.
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US Taxation of Canadian Tax Deferred Plans for Residents or Citizens of the US

January 31, 2024 • 36 mins
Gerry Scott chats with Trent Robinson, CPA, CA with Buckberger Baerg & Partners LLP about the US taxation of Canadian tax deferred plans for residents or citizens of the US (i.e. RRSP, RRIFs, and RPP).
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Should You Transfer Your U.S. Qualified Plan to an RRSP?

January 24, 2024 • 29 mins
Gerry Scott chats with Steven Sherman from Cross Border Tax about whether you should transfer your US Qualified Plan to an RRSP.
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Renunciation of US Citizenship

January 17, 2024 • 41 mins
Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.
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Backdoor Roth IRA - Does It Make Sense?

January 10, 2024 • 27 mins
Gerry Scott chats with Gordon Dale about Roth IRAs fs. Traditional IRAs and whether a backdoor IRA makes sense for Expats and Snowbirds.
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Cross-Border Estate and Trust Administration and Settlement Matters

December 20, 2023 • 33 mins
Gerry Scott chats with David Luzon, Partner at Barclay Damon LLP. David is a trust and estate and wealth planning attorney with over 25 years of experience. David advises on asset-protection planning, dynasty-trust planning, and elder law. He counsels clients in estate, gift, generation-skipping transfer, income-tax, and Medicaid- and retirement-benefits planning; charitable-giving techniques; and guardianship matters.
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RSUs, ESOP and Maximizing Investments when Crossing Borders

December 13, 2023 • 35 mins
Gerry Scott chats with Sharon Conrad from Hanson Crossborder Tax about Restricted Stock Units (RSUs), Employee Stock Ownership Plan (ESOP) and Crossing Borders and Maximizing Investments: Navigating Your Finances.
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Mistakes to Avoid When Moving to Canada

December 6, 2023 • 21 mins
Gerry Scott chats with Karlene Mulraine from Cross-Border Financial Professional Corporation about why you should work with a cross-border accountant and cross border financial advisor and mistakes to avoid when moving to Canada.
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Consolidation of Accounts for Snowbirds

November 29, 2023 • 32 mins
Gerry Scott chats with Heather Sanders from Tax Junction about how bringing together your accounts, including TIAA, TSP, Roth IRA, IRA, 401(k) & Investment Account under one firm isn't just about numbers; it's about creating a harmonious financial landscape. Learn how streamlining your financial picture will help pave the way for a more cohesive and effective strategy.
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CompassTAX and What Americans Need to Know About Taxation When Moving to Canada

November 22, 2023 • 31 mins
Gerry Scott chats with Tony Batti and Cindy Jay from CompassTAX about taxation implications for Americans moving to Canada and the importance of having a financial adviser that can administer your investments on both sides of the border.
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The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP

November 15, 2023 • 22 mins
Gerry Scott chats with Michael Shomali MJS CPA about a recent blog post on snowbirdswealthmanagement.com about The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP.
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Cross Border Tax Questions Answered

November 10, 2023 • 19 mins
Gerry Scott chats with Emma Raivio, Tax Manager at VSH, about helping international and cross-border businesses address their intricate accounting, taxation, and business planning requirements.
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What's New with Kim Moody?

November 8, 2023 • 41 mins
Gerry Scott chats with Kim G C Moody to learn what's new with the founder of Moodys Private Client, Moodys Tax.
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