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The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle [Paperback]

Terry F. Ritchie , Brian D. Wruk
4.7 out of 5 stars  See all reviews (3 customer reviews)
List Price: CDN$ 22.95
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Book Description

Dec 1 2007
This guide provides a comprehensive overview of financial-management issues for Canadians living in the United States in clear and simple language. Facing unique and challenging tax and financial-planning considerations in each country, this reference has in-depth information on the implications of opening bank and investment accounts in the United States, the management of investment and registered accounts in Canada, cross-border retirement planning, and foreign exchange issues. It includes information on recent changes to the Canada–U.S. income tax treaty and strategies to reduce or eliminate estate taxes on U.S. assets. Through improved awareness of the financial, immigration, health care, insurance, tax, and estate-planning differences between the two countries, snowbirds will learn to make smarter financial decisions and make the most of the dual-residency lifestyle.

Frequently Bought Together

The Canadian Snowbird in America: Professional Tax and Financial Insights into a Temporary U.S. Lifestyle + The Canadian Snowbird Guide: Everything You Need to Know about Living Part-Time in the USA and Mexico + Buying Real Estate in the US: The Concise Guide for Canadians
Price For All Three: CDN$ 47.14

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Product Details

Product Description


"A good resource for financial planning advice on cross-border issues."  —Saskatoon StarPhoenix

"For a closer look at U.S. Tax and financial-planning nuances and seasonal-residency and red-tape issues, pick up the book."  —Boston Herald

"Current enough to refer to the Loonie nearing parity with the Greenback and includes tips on road food for your clients who don’t like to fly."  —Advisor's Edge

"Ritchie’s book should be required reading."  —Kerby News

"Will definitely appeal to that segment of the Canadian population that travels south regularly. If you are among those people, consider The Canadian Snowbird in America to be required reading."  —Scene Magazine

About the Author

Terry F. Ritchie is a partner in the firm Transition Financial Advisors with offices in Canada and the United States. He is an IRS-enrolled agent and the only financial advisor to hold the Canadian registered financial planner (RFP) and the U.S. certified financial planner (CFP) designations. He lives in Edmonton, Alberta. Brian D. Wruk has dual citizenship in Canada and the United States. He is a registered financial advisor (RFA) and the founder of Transition Financial Advisors. He lives in Gilbert, Arizona. 

Inside This Book (Learn More)
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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Customer Reviews

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4.7 out of 5 stars
4.7 out of 5 stars
Most helpful customer reviews
2 of 2 people found the following review helpful
5.0 out of 5 stars Buying and Investing in U.S. Real Estate Aug. 5 2010
Buying U.S. real estate is hazardous for Canadians novice in the field.This book provides indispensable information regarding tax consequences,how couples should take title, estate implications, banking strategies, and mandatory forms necessary for opening a U.S. bank account and obtaining a U.S. ITIN (analogous to our social insurance number). Not only is this book a vital resource that is well researched, practical and helpful, but Terry Ritchie, himself, is also most accommodating, available and approachable when called upon to clarify any suggestions, ideas or processes detailed in this outstanding guide. We are presently assessing the viability of purchasing a U.S. property and between this book and the author himself we believe we are saving ourselves, time, money, mistakes and headaches. This book is a must have for any Snowbird contemplating living and investing in the United States!
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4 of 4 people found the following review helpful
4.0 out of 5 stars The Canadian Snowbird in America May 20 2009
I am planning my first Snowbird Vacation. This book was recommended to me by a friend who went to Florida this past winter. She said it will answer everything you need to know. She certainly was right! It was written in a way that the average person can understand. You don't need to be a 'financial' type person to get the most from this book. I highly recommend it.
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2 of 2 people found the following review helpful
5.0 out of 5 stars "the canadian snowbird in america" April 6 2010
this book is an absolute necessity for anyone planning to spend some time in the u.s. - it is thorough, concise and extremely detailed - terry ritchie and brian wruk have written a brilliant book which clearly outlines a number of issues the average canadian would not be aware of, but should be - "the canadian snowbird in america" is a hugely valuable source of information
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Most Helpful Customer Reviews on (beta) 4.4 out of 5 stars  5 reviews
2 of 2 people found the following review helpful
5.0 out of 5 stars Excellent resource for Canadians buying US real estate May 17 2010
By Scott - Published on
Very comprehensive treatment of the many differences in tax rules between Canada and the US. Very clearly written, easy to understand and well laid out. Seems to cover all the bases and in ways that a non-tax attorney can understand! Required reading for any Canadians considering a US real estate purchase. Highly recommended - these guys really know their stuff!
1 of 1 people found the following review helpful
5.0 out of 5 stars Canadian Snowbird Jan. 3 2013
By Peter - Published on
Format:Paperback|Verified Purchase
Very informative. Every Canadian citizen (whether they want to or not) needs to be understand the consequences of visiting (regularly) the US. This is a good place to start and complements Border Guide.
4.0 out of 5 stars Good Book Feb. 22 2014
By Renee Edly - Published on
Format:Paperback|Verified Purchase
A good source for Canadian buyers that want to purchase in the US. But also good for the Realtors In the US.
3.0 out of 5 stars Lame April 10 2013
By Lucky Lorne - Published on
Format:Paperback|Verified Purchase
I thought the subject material was not very well served. More thought should have been given as to how best to sell the ideaz.
5.0 out of 5 stars Excellent Resource!! Jan. 15 2013
By Snowbird in Training - Published on
Verified Purchase
The Canadian Snowbird in America is extremely well done. The book is easy to navigate through and is loaded with information including tax and estate planning considerations, general risk management, as well as outlines of the differences between the two countries and tips in handling them.
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