FBAR & FATCA

U.S. and Canadian tax, prepared and planned together.

T1135 California & Florida

T1135 Foreign Asset Reporting

Specified foreign property disclosure for Canadian residents.

Common question

Does my U.S. brokerage account count as specified foreign property?

In most cases, yes — U.S. investment and retirement accounts held by a Canadian resident typically count toward the T1135 threshold, even though the account itself may also be tax-deferred.

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