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The Border Guide - Canada/USA

The Ultimate Guide to Living, Working, and Investing across the Canadian/US Border.

Created bySelf-Counsel Press
BeginnerUpdated Apr 22, 2025

What You'll Learn

  • check_circleUnderstand Canada/USA border entry rules.
  • check_circleLearn to avoid border crossing red flags.
  • check_circleKnow the Canada/USA visitor rules.
  • check_circleUnderstand US tax rules for Canadians.
  • check_circleLearn about trusted traveler programs.
  • check_circleExplore cross-border financial planning.

About This Course

Master the complexities of Canada/USA border crossings with "The Border Guide - Canada/USA". This comprehensive course equips you with the knowledge and strategies to navigate immigration and tax regulations seamlessly, optimizing your cross-border lifestyle. Learn to avoid common pitfalls, understand visitor rules, and leverage trusted traveler programs like NEXUS and Global Entry for effortless border crossings.

This course covers crucial topics including:

  • Understanding Canadian and US visitor rules and avoiding red flags.
  • Optimizing cross-border financial planning, including currency exchange strategies.
  • Navigating US and Canadian tax implications for vacationers, snowbirds, and settlers.
  • Leveraging the Canada-US tax treaty to minimize double taxation.
  • Effective estate planning strategies for cross-border assets.
  • Understanding healthcare options for Canadians in the US, including Medicare and private insurance.
  • Exploring the benefits and considerations of dual citizenship.

By the end of this course, you'll confidently manage all aspects of your cross-border experience, maximizing benefits and minimizing potential complications.

Course Content

16 activities • 136 videos • duration: 8h 40m

  • videocamChoosing Your Cross-Border Lifestyle
    Duration 4:15
  • videocamAn Introduction to Personal Cross-Border Financial Planning
    Duration 3:31
  • videocamThe Frequent Traveler Status
    Duration 4:24
  • videocamHow Long Can Canadians Remain in the US?
    Duration 3:31
  • videocamVisitor Rules Applied
    Duration 3:53
  • videocamSummary of the Facts
    Duration 2:43
  • videocamEffortless Border Crossings
    Duration 3:14
  • videocamThe Border Kit
    Duration 3:25
  • videocamRed Flags when Crossing the Border
    Duration 6:45
  • videocamImmigration Rules Are Not Tax Rules, and Vice Versa
    Duration 3:35
  • videocamCross-Border Q&A
    Duration 2:57

Your Instructors

Self-Counsel Press

DIY Legal & Business Publisher

menu_book14 courses
star224 reviews

For over 50 years, Self-Counsel Press has published high quality legal, business, and reference books and written in clear, easily understood language. Our titles provide readers with reliable information authored by experts. We have a range of do-it-yourself legal and business titles, and reference books covering topics such as personal finance, real estate, professional development, writing skills, and study skills. At Self-Counsel Press, our goal is to provide high quality business, reference, and legal self-help titles, authored by experts, but written in clear, easily understood language. We help others help themselves by providing timely, reliable information and guidance at an affordable price. We're the premier source for self-help law books and books for small business and we're proud to have been the pioneer publisher of DIY law titles in North America when we launched our first Divorce Guide in 1971.

Robert Keats

CFP (US and Canada), RFP (Canada), MSFP

Robert Keats, CFP (US and Canada), RFP (Canada), MSFP, is an internationally renowned expert on cross-border financial planning. He is contributing editor to The Canadian MoneySaver. Keats began his financial planning career in 1976 and is president and a major shareholder of the largest financial advisory firm specializing in Canada/US cross-border financial planning. He has offices in Arizona, Florida, and Alberta.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

5.0 out of 5
Student's Choice
15 reviews
  • SG
    Sabrina G.
    starstarstarstarstar

    I work in tax law so I really appreciate the layering of Canadian law!

  • JT
    Jean-Philippe T.
    starstarstarstarstar

    It was way too long a course.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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