Cross-Border Tax Optimization for Retirement

Job ID: 39704085

Budget: $250 – $750 CAD

I need a tax advisor experienced in Canadian and Italian tax laws to help optimize my tax situation as I transition from Canada to Italy. I'm currently working with a Financial Planner on Canadian investments (RRSPs, LIRA, TFSA) and need to understand their tax implications as a non-resident in Canada and a citizen of Italy.

Key Requirements:
- Advise on tax implications of Canadian investments when moving to Italy
- Guidance on whether to liquidate any assets before moving
- Strategies to save on taxes during the transition

Ideal Skills:
- Expertise in Canadian and Italian tax laws
- Experience with cross-border financial planning
- Strong background in tax optimization strategies