Snowbirds US Expats Radio Podcast

If you’re a U.S. citizen living in Canada—or a Canadian with U.S. ties—are you clear on your tax obligations? The answer could be more complicated than you think.

Gerry Scott sits down with cross-border tax attorney Alexey Manasuev from U.S. Tax IQ, to unpack what you really need to know about U.S. and Canadian tax obligations. From foreign retirement accounts to FBAR requirements and residency status, this conversation is packed wi...

What really happens when a Canadian sells property in the U.S.—and how do you avoid unexpected tax surprises?

In this episode of Snowbirds Expat Radio, host Gerry Scott welcomes cross-border tax professional Steven Flynn to discuss the growing trend of Canadians selling real estate in the U.S., particularly in sunny destinations like Florida and Arizona.

They break down the key tax implications, from federal withholding rules to stat...

How do rising tariffs between the U.S. and Canada really impact your wallet—and your winter lifestyle?

In this episode, host Gerry Scott welcomes international trade and tax professional, Dan Kiselbach of Miller Thomson to break down what snowbirds and Canadian retirees need to know about the shifting trade landscape. From the price of beer to cross-border legal protections, this conversation unpacks the real-life implications of ta...

How does the Windfall Elimination Provision affect Canadians collecting both CPP and U.S. Social Security—and what’s changing?

In this episode of Snowbirds Expat Radio, host Gerry Scott is joined by guest Sharon Conrod, CPA of Hanson Cross-border Tax Professional Corporation for an in-depth conversation about the Windfall Elimination Provision (WEP) and its implications for cross-border retirees. Together, they explore the history o...

In this episode, host Gerry Scott is joined once again by Aaron Dawes, a cross-border tax specialist with Smythe LLP, for Part 2 of their discussion on estate planning across the U.S.-Canada border.

This conversation dives into the complexities that arise when Canadian children inherit assets from American parents—a growing issue in cross-border wealth management. Aaron breaks down the tax implications, planning considerations, and ...

Ever wondered what really happens when a U.S. citizen inherits assets from their Canadian parents?

Spoiler: it's not as simple as you’d think.

In today’s episode, host Gerry Scott sits down with Aaron Dawes, cross-border tax expert from Smythe LLP, to unpack the increasingly common—but often misunderstood—scenario of U.S. individuals inheriting Canadian assets. With more families living cross-border lifestyles and adult children ...

What happens to your estate and taxes if you’re a Canadian living in the U.S.? 🤔 Many people assume their Canadian will and financial plans will carry over—but cross-border estate and tax laws are far more complicated than they seem.

In this episode, Gerry Scott sits down with Carol Sadler, a cross-border tax professional from Achen Henderson, to break down the biggest financial, legal, and tax mistakes Canadians make when moving t...

In this episode of Snowbirds Expat Radio, host Gerry Scott sits down with tax expert Robert Clegg to unpack the Net Investment Income Tax (NIIT) and how it affects American expatriates—particularly those living in Canada. They explore how this tax applies to real estate transactions, investment income, and the risk of double taxation, as well as the latest updates on foreign tax credits and tax treaties.

Robert also provides insight...

What would you do if you got into an accident while driving in the U.S.? Would your Canadian insurance cover you? Do you know your legal rights? In this episode of Snowbirds Expat Radio, host Gerry Scott sits down with cross-border personal injury lawyer Andrew Iacobelli to break down the complexities of legal issues faced by Canadians traveling to the United States. They explore key differences between the Canadian and American le...

In this episode, host Gerry Scott is joined by Carol Sadler, CPA from Achen Henderson CPAs to break down the complexities of estate and death taxes for Canadians with U.S. ties. They explore the differences between Canada’s death tax and the U.S. estate tax, the importance of final returns, and the role of trusts in estate planning. The discussion also covers the challenges of managing estates in blended families and why profession...

In this episode of the Snowbirds Expat Radio Podcast, hosts Gerry Scott, Kirill Chistyakov, and Logan Cerelli-Lough dive deep into the intricacies of cross-border taxation for snowbirds. 

They cover essential topics like the 183-day rule, the Substantial Presence Test, and the importance of filing the 8840 form for U.S. tax compliance.

The hosts discuss the impact of exceeding the 183-day threshold, maintaining closer ties to Canad...

Can Canadian Shareholders in U.S. Corporations Avoid Costly Tax Pitfalls?In this episode, Gerry Scott is joined by Alessandro Setola of Baker Tilly GWD LLP to explore the complexities of cross-border taxation. The discussion centers on the unique challenges faced by Canadian shareholders with stakes in U.S. corporations, particularly the implications of Controlled Foreign Corporations (CFCs) and the severe penalties for non-complia...

In this episode of the Snowbirds Expat Radio Podcast, hosts Gerry Scott chats with Terra Estep, and Ed Schmidt from PCB Freight to unpack the complexities of shipping pets and vehicles between Canada and the United States. Whether you're a seasoned snowbird or preparing for your first cross-border adventure, this episode is packed with practical advice to simplify the process.

From understanding quarantine regulations for pets (inc...

Moving abroad can be an exciting adventure, but it also comes with complex financial and tax implications. In this episode, we sit down with Francheska Pimentel, an international tax expert and Partner at KLR, to explore the critical considerations for individuals relocating overseas.

From understanding double taxation to navigating exit taxes, Francheska provides a comprehensive look at the intricacies of international tax plannin...

Can living abroad come with unexpected tax consequences? Snowbirds Expat Radio host Gerry Scott sits down with Mike Wallace from Greenback Tax to tackle the complexities of U.S. expat taxes. Mike dives deep into tax treaties, highlighting the benefits and pitfalls that U.S. expats face when filing with the IRS. 

They discuss the rise of remote work and digital nomadism, which are transforming the expat lifestyle, along with the cha...

In this episode, Gerry Scott is joined by tax expert Steven Flynn to break down Donald Trump’s recent campaign pledge to eliminate double taxation on U.S. citizens living abroad. Together, they explore how campaign promises, especially on tax reform, are often ambitious but face significant legislative hurdles. They provide an in-depth look at the impact of these promises on expatriates and the broader investment landscape. Steven ...