California Tax Problems

David Ingram and Dan Walkow discuss cross-border tax and investment problems with specific respect to Canadians living and working in California. This is all the segments of the 1 1/2 hour show. See below for the individual segments.

Individual Segments

• Introduction and a question regarding moving from Florida to Canada for retirement and the tax consequences
• Continuation of answer to the question of tax rates and consequences of moving from Florida to Canada for retirement
• Question from a Canadian non-resident living in Afghanistan about investment property in Calgary
• Canadians living and working California face some "interesting" tax problems including tax on "internal earnings" in RRSPs
• Discussion of Dan's company, Seabank Capital Management, and the types of things they do for multi-jurisdictional investments
• Offshore reporting and compliance for dealing with Canadians with 401K accounts rolling to RRSP and other similar multi-jurisdictional problems
• Question from Canadian living and working in California regarding RRSP taxation when there is a capital loss.
• Continuation of question from Canadian in California - Canadian investment property and tax consequences upon sale of them
• Who is Dan Walkow and where did he come from in the investment community?
• Continuation of Dan Walkow's background - from powder monkey to investment company owner
• Question from Canadian in California regarding Nortel pension and various scenarios for tax and investment

Tag: nortel, california, canada, us, tax, investment, 401k, rrsp, lira

You can contact Dan Walkow at:

The views expressed in this interview do not necessarily reflect those of the production company presenting this video. This is a paid presentation of Seabank Capital Management Inc.