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Every filing a cross-border life requires.
Seven practice areas covering both returns, both revenue agencies, and everything that sits between them. If you're not sure which apply to you, a consultation will sort it out in one call.
SCHEDULE D & B
California & Florida
U.S. Investment & Capital Gains Tax
U.S. tax on dividends, interest, and capital gains from U.S. brokerage and investment accounts.
Who this is for
What's included
Common question
Is my U.S. brokerage account taxed differently than a Canadian one?
The income itself (dividends, interest, capital gains) is taxed similarly in character, but the reporting mechanics, withholding rates, and available credits differ — and the account may trigger separate U.S. filing and disclosure obligations depending on how it's held.