http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/#comment-216737 U.S. Estate Tax changes will affect Canadians | Canadian Capitalist Wed, 21 Apr 2010 02:26:07 +0000 http://www.canadiancapitalist.com/?p=1043#comment-216737 [...] In my previous post on U.S. Estate Taxes, I incorrectly mentioned that the then exemption of $2 million applied to U.S. property held by [...] [...] In my previous post on U.S. Estate Taxes, I incorrectly mentioned that the then exemption of $2 million applied to U.S. property held by [...]

]]> http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/#comment-186576 CanadianInvestor Wed, 25 Mar 2009 09:04:28 +0000 http://www.canadiancapitalist.com/?p=1043#comment-186576 Excellent post, very handy info to know at what point international diversification may create tax issues. Excellent post, very handy info to know at what point international diversification may create tax issues.

]]> http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/#comment-145270 Canadian Capitalist Tue, 29 Jul 2008 16:32:50 +0000 http://www.canadiancapitalist.com/?p=1043#comment-145270 Jordan: I think so. XSP actually holds XSP but adds a currency hedge on top of it but I think it will be considered as Canadian property. I guess the situation of XSP is similar to VEA which owns equities in Europe and Japan but is considered "US property". Likewise, XSP owns US securities but since it is situated in Canada, it is not "US property". I could be wrong on this, though. Jordan: I think so. XSP actually holds XSP but adds a currency hedge on top of it but I think it will be considered as Canadian property. I guess the situation of XSP is similar to VEA which owns equities in Europe and Japan but is considered “US property”. Likewise, XSP owns US securities but since it is situated in Canada, it is not “US property”. I could be wrong on this, though.

]]> http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/#comment-145256 Taxes » Businesses owe $58 billion in withheld taxes Tue, 29 Jul 2008 13:19:01 +0000 http://www.canadiancapitalist.com/?p=1043#comment-145256 [...] Comment on Should US Estate Taxes Affect the Choice of Investments …… the investor owns the t-bill futures and not the actual foreign investment. So wouldn’t this also protect an older investor from possible US estate taxes in addition to currency fluctuations since the investment is actually local? [...] [...] Comment on Should US Estate Taxes Affect the Choice of Investments …… the investor owns the t-bill futures and not the actual foreign investment. So wouldn’t this also protect an older investor from possible US estate taxes in addition to currency fluctuations since the investment is actually local? [...]

]]> http://www.canadiancapitalist.com/should-us-estate-taxes-affect-the-choice-of-investments/#comment-145213 Jordan Clark Tue, 29 Jul 2008 09:54:01 +0000 http://www.canadiancapitalist.com/?p=1043#comment-145213 You explained the difference of IVV and XSP being the currency hedging with t-bill future contracts and also in higher taxable distributions because the investor owns the t-bill futures and not the actual foreign investment. So wouldn't this also protect an older investor from possible US estate taxes in addition to currency fluctuations since the investment is actually local? You explained the difference of IVV and XSP being the currency hedging with t-bill future contracts and also in higher taxable distributions because the investor owns the t-bill futures and not the actual foreign investment. So wouldn’t this also protect an older investor from possible US estate taxes in addition to currency fluctuations since the investment is actually local?

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