blog posts

  • Corporate Reconstruction Concession

    Home› Legal-Finance› Australia Stamp Duty› Corporate Reconstruction Concession Corporate Restructuring: Australia The Corporate Reconstruction Concession:Eliminating Stamp Duty on Australian Intra-Group Transfers 20-Minute Read Updated June 2026 For Corporate Tax Counsel, Restructuring Advisors, and Transaction Tax Teams A multinational group transfers four commercial properties between wholly owned Australian subsidiaries as part of a global simplification. The…

  • Landholder Duty in Australia

    Home› Legal-Finance› Australia Stamp Duty› Landholder Duty on Unlisted Shares M&A and Private Equity: Australia Landholder Duty in Australia:How Acquiring Unlisted Shares Triggers Stamp Duty on Property 20-Minute Read Updated June 2026 For M&A Underwriters, Private Equity Counsel, and Commercial Lawyers A private equity fund acquiring 60% of an unlisted Australian company that holds $180…

  • Foreign Purchaser Surcharge

    Home› Legal-Finance› Australia Stamp Duty› Foreign Purchaser Surcharge Foreign Institutional Investment: Australia The Foreign Purchaser Surcharge:Modeling the 14%+ Stamp Duty Trap on Australian Assets 20-Minute Read Updated June 2026 For Foreign Institutional Investors, Cross-Border Tax Attorneys, and Family Offices NSW raised its Foreign Purchaser Surcharge Duty to 9% for contracts exchanged after 1 January 2025….

  • Executive RRSP Limits: Pension Adjustments & Unused Room

    Home› Legal-Finance› RRSP Calculator› Executive Compensation and RRSP Deduction Limits HNW Executive Compensation Structuring Executive Compensation: Maximizing theRRSP Deduction Limit in Cross-Border Offers 22-Minute Read Updated June 2026 For Corporate Compensation Consultants and Forensic Accountants When drafting a compensation package for a dual-citizen executive in Ontario, standard US 401(k) matching logic fails. The Canadian RRSP…

  • Liquidating an RRSP on US Repatriation

    Home› Legal-Finance› RRSP Calculator› The 25% Withholding Trap Executive Repatriation Planning The 25% Withholding Trap: Liquidating an RRSPUpon US Repatriation 18-Minute Read Updated June 2025 For Global Mobility Directors and Repatriating C-Suite Executives A repatriating executive with a CAD $400,000 RRSP does not walk away with $400,000. The Canada Revenue Agency collects 25% the moment…

  • FATCA, FBAR, and the RRSP

    Home › Legal-Finance › RRSP Calculator › FATCA, FBAR, and the RRSP Cross-Border Tax Compliance FATCA, FBAR, and the RRSP: IRS Compliance for US Expats in Canada 20-Minute Read Updated June 2026 For Expatriate CPAs and Cross-Border Tax Attorneys The US-Canada Income Tax Treaty grants powerful tax deferral on RRSP income accruals, but the IRS…

  • Dividing the AFORE

    Home Legal Finance AFORE Divorce Valuation Cross-Border Family Law Updated: May 2026 Reading time: 18 min Audience: HNW Family Law Partners, CDFAs, Forensic Accountants Dividing the AFORE: Valuing Mexican Pensions in US Divorce Proceedings Quick answer: Can a US divorce court issue a QDRO against a Mexican AFORE account? No. A Qualified Domestic Relations Order…

  • Expat AFORE Withdrawal & US-Mexico Totalization Agreement

    Home Legal Finance AFORE Expat Pensions Global Mobility & Expat Tax Updated: May 2026 Reading time: 17 min Audience: Global Mobility HR Directors, Expat CPAs, US Executives in Mexico Expat Executive Pensions: Withdrawing AFORE Funds and the US‑Mexico Totalization Agreement Quick answer: Can a US executive cash out an AFORE account when they leave Mexico?…

  • Mexico Nearshoring

    Home Legal Finance Mexico IMMEX & Import IVA Cross‑Border Supply Chain Updated: May 2026 Reading time: 15 min Audience: Supply Chain Directors, Manufacturing CFOs, Maquiladora Operators Nearshoring to Mexico: Avoiding the 16% Import IVA Cash Flow Trap Quick answer: How do you avoid paying 16% IVA on every temporary import into your Mexican plant? The…

  • Mexico Digital Tax:

    Home Legal Finance Mexico Digital Services IVA International Indirect Tax Updated: May 2026 Reading time: 16 min Audience: Tech CFOs, SaaS Founders, E‑Commerce Directors, Corporate Counsel Mexico’s Digital Services Tax: RFC Registration and IVA Compliance for US SaaS Quick answer: When does a US SaaS business have to charge 16% Mexican IVA? If you provide…

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