# Gerry Scott

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Episode 78: Leaving Canada: What 106,000 Departures Reveal About Tax, Residency & Exit Planning

What does it really mean to leave Canada — and how do you know when you’ve crossed the line from spending time abroad to officially exiting? Host Gerry Scott sits down with Jennifer Reid CPA, CGA, TEP and Frank Casciaro of RSM, two cross-border tax specialists who advise Canadians navigating compl‮…

Episode 79: Moving North: Why Canadians and Americans Are Heading Back to Canada

In this episode of the Snowbirds Expat Radio Podcast, host Gerry Scott welcomes back returning guest Aaron Dawes, a cross-border personal tax expert with Smythe. While previous conversations focused on Canadians heading south, this discussion flips the script. With shifting economic, political, an‮…

Episode 80: Working for a U.S. Employer While Living in Canada Retirement Plans Taxes and Cross Border Pitfalls

In this episode of the Snowbirds Expat Radio, host Gerry Scott welcomes back cross border tax specialist Sharon Conrod of Hanson Tax LLC for a timely conversation on one of the most misunderstood cross border situations today Canadians living in Canada while working for U.S. employers. As more pro‮…

Episode 81: Cross-Border Tax Strategies for Americans in Canada & Canadians Working for U.S. Employers

Host Gerry Scott sits down with Heather Sanders of Tax Junction, a cross-border personal tax specialist who helps U.S. citizens living in Canada and Canadians working for U.S. employers navigate the complexities of filing in two countries at once. With a practice built around real people in real c‮…

Episode 82: Cross-Border Tax Traps for Canadians & Americans

What happens to your U.S. investment accounts when you move to Canada or vice versa? In this episode, Gerry Scott sits down with returning guest Trent Robinson, a cross-border tax specialist at Buckberger & Partners in Saskatoon, to unpack the most common and costly mistakes people make when holdi‮…

Myths and Mistakes That Trip Up Canadian Snowbirds: Toronto Mike'd Podcast Episode 1893

In this 1893rd episode of Toronto Mike'd, Mike chats with his friend and client Gerry Scott about his new book Best of the Snowbirds Expat Radio Podcast, covering myths and mistakes that trip up Canadian Snowbirds. Toronto Mike'd is proudly brought to you by Great Lakes Brewery, Palma Pasta, Toron‮…

Episode 86: What You Don't Know Will Hurt You - Gerry Scott's New Book for Canadian Snowbirds

Guest Host: Laura Garfield | Co-Founder, Idea Decanter You’ve been heading south for years and doing everything the same way. So why does it feel like the rules keep changing? This episode is a little different. Gerry’s producer Laura Garfield flips the script and puts Gerry in the hot seat to cel‮…

Episode 89: The U.S. Exit Tax and the 8-Out-of-15-Year Rule

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 a green card is as simple as handing it back at t‮…

Episode: 91 Cross-Border Death and Taxes: Estate Planning for Canadians with US Assets

Nobody wants to think about what happens to their Florida condo or Arizona snowbird home after they're gone. But if you're a Canadian with US property and you haven't planned for it, your family could be facing an audit, a probate mess, and tax consequences that were entirely avoidable. That's the‮…

Episode 92: The Great Return — Gerry’s New Book on Moving Home from the US

Guest Host: Laura Garfield | Co-Founder, Idea Decanter  |  Guest: Gerry Scott You spent years building a life in the US - a green card, a career, maybe even citizenship. So what happens to your taxes, your investments, and your retirement accounts the moment you decide to move back home to Canada?‮…