Snowbirds US Expats Radio Podcast

Gerry sits down with Denise Hodgins, a REALTOR® with eXp Realty who specializes in lifestyle-driven moves to Vancouver Island. Together they dig into why Nanoose Bay, Parksville and Qualicum Beach have become such a draw for Canadians heading home and Americans relocating north, and they unpack two of the biggest financial landmines buyers need to understand before they fall in love with a listing: the foreign buyer ban and the spe...

Most people treat a Canadian-born grandparent as fun family trivia, not a legal pathway to citizenship. But thanks to a change in Canadian law, that old birth certificate could now be the key to citizenship, residency, and a new set of cross-border tax questions. That's the reality cross-border attorney Robert Clegg sees again and again, and it's what he unpacks in this episode.

Robert returns from Victoria, BC to talk with Gerry ab...

Guest Host: Laura Garfield | Co-Founder, Idea Decanter  |  Guest: Gerry Scott

You spent years building a life in the US - a green card, a career, maybe even citizenship. So what happens to your taxes, your investments, and your retirement accounts the moment you decide to move back home to Canada?

The tables are turned this episode: Laura Garfield, co-founder of Idea Decanter, steps in as host to interview Gerry Scott about...

Nobody wants to think about what happens to their Florida condo or Arizona snowbird home after they're gone. But if you're a Canadian with US property and you haven't planned for it, your family could be facing an audit, a probate mess, and tax consequences that were entirely avoidable. That's the reality cross-border tax attorney Alexey Manasuev sees again and again in his practice, and it's exactly what he unpacks in this episode...

If you have a Canadian ancestor somewhere in your family tree, you might not need to look very far back. A landmark change to Canadian citizenship law means that for millions of people, especially Americans, that ancestry could now open the door to a Canadian passport. And the person who can help you find that door is a genealogist.

This week Gerry sits down with Sheila Hobeck, professional genealogist and founder of Kinalytic, base...

What Canadian Green Card Holders Need to Know Before They Surrender Status

Guest: Robert Clegg, CanadAmerican Tax Services  |  Host: Gerry Scott

Episode Overview

A lot of Canadians who built a life in the United States assume that walking away from a green card is as simple as handing it back at the border. It is not. In this episode, Gerry sits down with cross-border tax specialist Robert Clegg of CanadAmerican Tax Services...

If you bought a place in Arizona or Maui twenty years ago and never thought about what happens to it when you sell, or when you die, could it already be too late to avoid a tax shock you never saw coming?

This week Gerry sits down with Robert M. Clegg, JD, LL.M, of CanadAmerican Tax Services, a dual Canadian and US cross-border tax specialist based on Vancouver Island, to walk through what really happens when a Canadian sells US rea...

If you bought a place in Palm Springs or Maui twenty years ago and never thought about what happens when you sell it — or when you die — is it too late to fix that?

In this episode, Gerry sits down with Kevin Kirkpatrick of Bordera Tax and Immigration Law — a dual Canadian-US lawyer based in Seattle, with his main office in Calgary — to walk through the estate planning issues that catch Canadians off guard on...

Guest Host: Laura Garfield | Co-Founder, Idea Decanter

You’ve been heading south for years and doing everything the same way. So why does it feel like the rules keep changing?

This episode is a little different. Gerry’s producer Laura Garfield flips the script and puts Gerry in the hot seat to celebrate the launch of his brand new book: Canadians Heading South for the Winters — What You Don’t Know Will Hurt Yo...

What really happens to your money, your investments, and your tax obligations the moment you leave Canada for the United States? Gerry sits down with Kevin Heath of GTA Accounting to walk through what actually happens when Canadians exit Canada and become U.S. tax residents. From departure tax and deemed disposition to TFSA traps and state-level surprises, this is the conversation to have before your move becomes official on paper.

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Of all the conversations Gerry has about cross-border life, the ones involving Canadians who have quietly become US tax residents without realizing it are among the most urgent. 

In this episode, Gerry sits down with Karlene Mulraine of Brij Professional Corporation to walk through what Canadian digital nomads actually need to understand about working in the United States. From the rolling three-year calculation that catches ev...

What happens to your RRSP, your home, and your retirement savings the moment you follow your heart across the border?

Of all the emails Gerry receives, the ones that concern him most come from snowbirds who've fallen in love with an American and are now making a permanent move south with their heart fully invested and their tax plan nowhere near ready. In this episode, Gerry sits down with Calgary-based US tax specialist Peter Blomf...

What happens to your U.S. investment accounts when you move to Canada or vice versa? In this episode, Gerry Scott sits down with returning guest Trent Robinson, a cross-border tax specialist at Buckberger & Partners in Saskatoon, to unpack the most common and costly mistakes people make when holding non-registered investment accounts across borders. From wrong tax slips to CRA audits arriving five years late, Trent breaks it al...

Host Gerry Scott sits down with Heather Sanders of Tax Junction, a cross-border personal tax specialist who helps U.S. citizens living in Canada and Canadians working for U.S. employers navigate the complexities of filing in two countries at once.

With a practice built around real people in real cross-border situations, not corporations or trusts, Heather brings practical, ground-level insight into the mistakes that happen when empl...

In this episode of the Snowbirds Expat Radio, host Gerry Scott welcomes back cross border tax specialist Sharon Conrod of Hanson Tax LLC for a timely conversation on one of the most misunderstood cross border situations today Canadians living in Canada while working for U.S. employers.

As more professionals take U.S. roles while residing north of the border questions around 401k plans IRAs RRSP room and treaty relief are becoming in...

In this episode of the Snowbirds Expat Radio Podcast, host Gerry Scott welcomes back returning guest Aaron Dawes, a cross-border personal tax expert with Smythe.

While previous conversations focused on Canadians heading south, this discussion flips the script. With shifting economic, political, and lifestyle factors, more Canadians—and Americans—are now moving north, returning to or relocating to Canada despite weather, ...

What does it really mean to leave Canada — and how do you know when you’ve crossed the line from spending time abroad to officially exiting?

Host Gerry Scott sits down with Jennifer Reid CPA, CGA, TEP andFrank Casciaroof RSM, two cross-border tax specialists who advise Canadians navigating complex international lives — from snowbirds and dual citizens to executives, business owners, and globally mobile families.

Wit...

What does it really mean to be a tax resident — and why do so many people accidentally get it wrong when moving between Canada and the United States?

Host Gerry Scott sits down with Nicole Madaisky, a dual-licensed Canadian and U.S. CPA who specializes in complex cross-border lives — from snowbirds and dual citizens to professional athletes and globally mobile families.

With deep experience in international tax and firsth...

In this episode of Snowbirds US Expats Radio Podcast, Gerry Scott speaks with Donnie Arnoult, an avid cyclist, local business owner, and passionate advocate for Maui’s natural beauty.

Donnie is the founder of Maui Cyclery, a well-known bike shop in the town of Pāʻia, and a trusted name in Maui’s cycling community.

With decades of experience riding on and off-road across the island, Donnie always dreamed of creat...