I2 Wealth - Cross Border Planning

05/06/2026

Manage your Part XIII tax obligations via the Non-Resident Withholding Tax portal.

It provides you or your authorized representative with secure online access to your non-resident tax account balance, recent transactions, and the option to make online remittances.

Sign in to your CRA account and add your non-resident tax account number from the Welcome page: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html?utm_content=2026-01-08_1664

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05/06/2026

conversions can be a valuable planning tool—but they’re often misunderstood, especially in a Canada-U.S. context.

Our latest article breaks down how they work and what to consider before making a move:

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Roth IRA conversion explained: what they are and how they work. Learn the IRS rules, tax treatment, and cross-border planning considerations with i2 Wealth.

01/15/2026

🇺🇸📈 U.S. citizen wondering if you can hold U.S. stocks inside a TFSA?

The answer isn’t as simple as it seems—and the tax implications might surprise you.
We put together a quick breakdown of what U.S. citizens should know before investing through a TFSA, including the pitfalls to avoid and smarter options to consider.

👉 Read the full blog here:
https://itwowealth.com/can-you-hold-us-stocks-in-your-tfsa-as-us-citizen/

If you know someone navigating cross‑border finances, feel free to share!

i2 Wealth explains why U.S. citizens face tax complications with TFSAs, from IRS rules to reporting burdens, and offers better cross border planning options.

01/15/2026

Mark the date!

The announced Monday, January 26, 2026, as the opening of the nation’s 2026 filing season. You will have until Wednesday, April 15, 2026, to file your 2025 tax returns and pay any tax due. Don’t forget that IRS.gov has online tools and resources you can use before, during and after filing your federal tax return. For a list of filing season tools, reminders and resources, read: https://ow.ly/1yqq50XTweL

12/15/2025

We’re excited to share that I2 Wealth - Cross Border Planning is officially celebrating two years! 🎉
A huge thank-you to all our clients and the amazing professionals who work alongside us. Your trust and support mean the world to us.
We’re proud of what we’ve built so far — and even more excited for what’s ahead.
Here’s to the next chapter! 🙌
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10/21/2025

🇨🇦 Thinking about moving to Canada? It’s not just about the maple syrup and hockey!

Our latest blog dives into the financial side of relocating north: taxes, investments, and planning your finances so you don’t get caught off guard.

If you’re a U.S. citizen considering the move—or just curious about what it means for your money—this is a must-read.

👉 Check it out here: https://itwowealth.com/why-are-americans-moving-to-canada-financial-perspective-by-i2-wealth/

Discover why Americans move to Canada and the financial implications. Learn from i2 Wealth how cross border tax and estate planning protect your future.

09/30/2025

Any little help makes a difference when navigating cross border tax reporting!
https://www.facebook.com/share/p/1BF5PNqrmM/

Taxpayers living abroad can use an chatbot to find guidance on international tax obligations, deductions, filing procedures and more. Get started at: www.irs.gov/internationaltaxpayers

09/26/2025

Dreaming of retiring abroad? 🌴✈️

It’s an exciting adventure, but moving to another country comes with important considerations like taxes, healthcare, cost of living, residency, and managing your retirement savings.

Check out our latest article for 5 essential tips to plan your cross-border retirement with confidence 🌟

Retiring abroad is much more than a change of address. Learn how professional financial guidance can help you navigate financial planning complexities.

09/25/2025

Want to learn the basics of FTCs? Learn from IRS directly today!

Join the on Sept. 25 for the free webinar, The ABCs of Foreign Tax Credit for Individuals. can earn up two CE credits. Learn more and register today: https://ow.ly/TuES50WLy8R

08/27/2025

💡 Managing your wealth can feel overwhelming — but it doesn’t have to.

Whether you’re planning for retirement, moving across borders, or facing a big life change, having the right guidance can make all the difference.

In our latest article, we share how working with a professional can help you:
✔ Make confident, informed financial decisions
✔ Avoid costly mistakes
✔ Create a clear plan for your future

Read the full article here 👉 https://itwowealth.com/why-do-you-need-to-get-your-wealth-managed-the-importance-of-professional-financial-guidance/

What’s one financial goal you’d love to feel more confident about this year? Share in the comments — we’d love to hear from you!

Explore the importance of professional financial guidance for individuals navigating cross-border finances, retirement planning, and long-term financial goals.