Updated Monday, July 28, 2014 as of 2:31 PM ET
Advisor Solves Expats' Tax Issues
Thursday, February 13, 2014
Partner Insights

Few Americans would consider California a tax haven ó but donít say that to Dale Walters. A planner who specializes in helping Canadians settle in the U.S. to cut their tax bills, Walters might launch into long explanations of the U.S.-Canadian tax treaty, the lack of deductions in the Canadian tax system, or the (relatively) low income level that triggers the highest tax brackets north of the border.

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