Trusted U.S. and Canadian sources for cross-border tax, retirement, and regulatory information — gathered in one place — plus in-depth guides written by Lucas Wennersten, CFP® (U.S. & Canada), CFA.
Free to use, no sign-up needed. These are the government and regulatory resources cross-border families reach for most.
External links are provided for convenience and are not affiliated with or endorsed by 49th Parallel Wealth Management. Always confirm details with the issuing agency or a qualified professional.
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The 182-day rule, the IRS Substantial Presence Test, Form 8840, CBSA entry, and everything to manage before, during, and after your stay.
Download →IRS worldwide taxation, FBAR & FATCA, the TFSA trap, Bill C-3, the healthcare gap, and the full annual filing stack.
Download →Our in-depth look at building and protecting wealth across the Canada–U.S. border.
Download →What happens to your RRSP once you’re a U.S. resident — reporting, treaty elections, and withdrawal strategy.
Download →Staying compliant as a snowbird — residency, days, and filing obligations on both sides of the border.
Download →Why we put the person before the portfolio — the thinking behind how we plan.
Download →One email unlocks all 6 downloads — instantly.