2 Key Questions for Your Cross-Border CPA

Canadian Cross-Border Tax Planning · 3:02

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Lyrics

[Verse 1]
When you cross the border with your business ties
Canadian resident with foreign enterprise
Before you file that T1 return this year
Two key questions must be crystal clear

[Chorus]
What's the fair market value of my foreign entity
October twenty-twenty-four deemed acquisition spree
Is the income FAPI or exempt surplus flow
These two questions every cross-border client needs to know

[Verse 2]
Your LLC distributions coming through the door
Are they dividends from exempt surplus or something more
Section ninety subsection three election's on the table
Could save you tax if the facts are favorable

[Chorus]
What's the fair market value of my foreign entity
October twenty-twenty-four deemed acquisition spree
Is the income FAPI or exempt surplus flow
These two questions every cross-border client needs to know

[Bridge]
T1134 and T1135 exposure for part year
Delinquent US filings that could interfere
All-in effective tax rate comparison study
Current structure versus consolidated buddy

[Verse 3]
Six considerations when the borders intertwine
Fair market value first then surplus classification line
Canadian compliance forms and US filing gaps
Effective tax rate and that election perhaps

[Chorus]
What's the fair market value of my foreign entity
October twenty-twenty-four deemed acquisition spree
Is the income FAPI or exempt surplus flow
These two questions every cross-border client needs to know

[Outro]
Cross-border tax compliance starts with questions two
Fair market value and surplus classification too
Get these answers right and you're on your way
To filing clean returns every tax day

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