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Artwork for Snowbirds US Expats Radio Podcast

Snowbirds US Expats Radio Podcast

Gerry Scott
Canada
United States
Taxation
Immigration
Cross-Border Taxation
Social Security
Canada US Tax Treaty
FIRPTA
Cross-Border Tax
Emountain Bike
Canada-Us Tax
US Real Estate For Canadians
Canada–united States Border Policy
Cross-Border Personal Injury
Renunciation Of Citizenship
TFSA
Bill C-3
Canadian Citizenship By Descent
401(k)
Canada Pension Plan

Whether you're a Canadian snowbird spending winters in the USA, or an American looking to move to Canada, the Snowbirds Expats Radio Podcast is loaded with useful information to guide you. Gerry Scott is the host of this podcast, Monday to Friday, Gerry works with Canadian and US clients as a cross border advisor with one of Canada’s largest and most respected wealth management firms.. The Snowbir... more

PublishesTwice monthlyEpisodes87Founded3 years ago
Number of ListenersCategories
Society & CulturePlaces & Travel

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Artwork for Snowbirds US Expats Radio Podcast

Latest Episodes

If you have a Canadian ancestor somewhere in your family tree, you might not need to look very far back. A landmark change to Canadian citizenship law means that for millions of people, especially Americans, that ancestry could now open the door to a... more

YouTube

What Canadian Green Card Holders Need to Know Before They Surrender Status

Guest: Robert Clegg, CanadAmerican Tax Services | Host: Gerry Scott

Episode Overview

A lot of Canadians who built a life in the United States assume that walking away from ... more

YouTube

If you bought a place in Arizona or Maui twenty years ago and never thought about what happens to it when you sell, or when you die, could it already be too late to avoid a tax shock you never saw coming?

This week Gerry sits down with Robert M. Cle... more

YouTube

If you bought a place in Palm Springs or Maui twenty years ago and never thought about what happens when you sell it — or when you die — is it too late to fix that?

In this episode, Gerry sits down with Kevin Kirkpatrick of Bordera Tax and Immigrati... more

YouTube

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Recent Guests

Kevin Kirkpatrick
Attorney focusing on US tax law for Canadians; partner at Bordera Tax and Immigration Law
Bordera Tax and Immigration Law
Episode: Episode 87: Cross-Border Estate Planning: Wills, Exit Tax, and FIRPTA
Peter Blomfield
Founder of Blomfield Tax, specializes in US taxes and cross-border planning
Blomfield Tax
Episode: Episode 83: When Snowbirds Fall in Love: Cross-Border Tax Traps Canadians Moving to the U.S.
Gerry Scott
Host of The Snowbirds Expat Radio Podcast
Snowbirds Expat Radio
Episode: Episode 83: When Snowbirds Fall in Love: Cross-Border Tax Traps Canadians Moving to the U.S.
Trent Robinson
Partner at Buckberger & Partners, cross-border tax advisor from Saskatchewan
Buckberger & Partners
Episode: Episode 82: Cross-Border Tax Traps for Canadians & Americans
Sharon Conrod
Partner at Hanson Tax LLC, cross-border tax advisor
Hanson Tax LLC, Professional Corporation
Episode: Episode 80: Working for a U.S. Employer While Living in Canada Retirement Plans Taxes and Cross Border Pitfalls
Aaron Dawes
From Smythe; cross-border personal tax practice lead
Smythe
Episode: Episode 79: Moving North: Why Canadians and Americans Are Heading Back to Canada
Nicole Madaisky
CPA, dual-licensed in Canada and the US
Independent CPA practice
Episode: Ep. 77 Tax Residency Between Canada and the U.S. : What Really Determines Where You’re Taxed
Evelyn Ackah
Founder of Ackah Business Immigration Law
Ackah Business Immigration Law
Episode: Episode 75: How prepared are you to move between Canada and the U.S. without running into immigration trouble?
David Silver
Partner at Crowe Silverman, sports and entertainment tax specialist
Crowe Silverman
Episode: Episode 74: Navigating Cross-Border Taxes for Athletes and Executives

Host

Gerry Scott
Host of cross-border expat-focused show; facilitator guiding discussions with expert guests

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Episode 69: Pathways to U.S. Citizenship: What Canadians Need to Know
Q: What should Canadians plan for tax when pursuing US citizenship or permanent residence?
Plan for both US immigration and US/Canadian tax implications, including possible departure taxes in Canada and the need to coordinate with Canadian tax professionals to avoid unexpected tax liabilities.
Episode 69: Pathways to U.S. Citizenship: What Canadians Need to Know
Q: Can someone obtain US citizenship through an employer, and what are the steps involved?
Yes, through pathways like inter-company transfers (e.g., L1A or L1B) that lead to permanent residence, after which citizenship can be pursued, with careful coordination of immigration and tax planning.
Episode 69: Pathways to U.S. Citizenship: What Canadians Need to Know
Q: What factors determine whether a child born outside the US to a US citizen parent can obtain citizenship?
The determination depends on the birth year, the statutes in effect at that time, the parent's residency in the US, and whether the parent met the five-year residency requirement (with two years after the age of 14) before the child's birth.
Episode 89: The U.S. Exit Tax and the 8-Out-of-15-Year Rule
Q: If someone wants to renounce their green card, is there a safe 'window' to return later or restart the process easily?
No, there is generally no streamlined second chance to restart a green-card journey after renunciation; if they later want to return, they would typically need to reapply for residency and begin anew, which could be lengthy and uncertain.
Episode 89: The U.S. Exit Tax and the 8-Out-of-15-Year Rule
Q: What is the 8-out-of-15-year rule and how can it cost someone who has held a green card for many years?
If a person has been a lawful permanent resident for eight of the last fifteen tax years ending before abandonment, they can be treated as a long‑term resident, making them a 'covered expat' under Section 877 and potentially subject to exit tax considerations and loss of favorable tax treatment on certain accounts.

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Frequently Asked Questions About Snowbirds US Expats Radio Podcast

What is Snowbirds US Expats Radio Podcast about and what kind of topics does it cover?

This show centers on cross-border finance, residency, and tax planning for Canadians spending winters in the U.S. and Americans relocating to Canada. Episodes commonly feature seasoned tax and emigration professionals discussing topics like departure taxes, residency tests, payroll localization, and treaty rules, with real-world case studies and actionable steps for pre-move planning. A recurring thread is the value of engaging cross-border experts early to avoid costly mistakes, paired with practical anecdotes and tools (such as days-tracking apps) to help listeners stay compliant and optimize their wealth across borders. Noteworthy is the mix of practitioner insight, personal stories from Snowbird life, and sponsor integrations around tra... more

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1. The Daily
2. The Accounting Podcast
3. Real Time with Bill Maher
4. The Tax Chick Podcast
5. CTV National News

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Snowbirds US Expats Radio Podcast launched 3 years ago and published 87 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Snowbirds US Expats Radio Podcast?

Recent guests on Snowbirds US Expats Radio Podcast include:

1. Kevin Kirkpatrick
2. Peter Blomfield
3. Gerry Scott
4. Trent Robinson
5. Sharon Conrod
6. Aaron Dawes
7. Nicole Madaisky
8. Evelyn Ackah

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