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The Border Guide is the definitive guide to cross-border financial planning for who either live in the U.S. seasonally or all year round. It also includes useful information for U.S. citizens living or just investing in Canada. Many Canadians incorrectly assume that the laws governing investment, taxation, and immigration are the same in the U.S. as they are in Canada. This easy-tofollow guide can help anyone transact their crossborder business affairs with confidence. • Avoid getting caught by fluctuations in Canadian currency • Qualify for old-age and social security benefits on both sides of the border • Get the best from both the Canadian and U.S. medical systems • Buy a retirement home and deduct the mortgage interest from your Canadian tax return • Receive your Canadian pensions in the U.S.—almost tax free! This updated edition includes extensive new information on the Canada/U.S. Tax Treaty, new border issues since 9/11, and many small regulatory changes.

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