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International & Canadian Clients

Guide index

Articles in International & Canadian Clients

6 guides

Can Non-US Residents Use DAG's Wealth Services?
DAG Wealth is US-registered and serves international clients in the UK, Canada, Australia, Europe, and Dubai through coordinated advisory, not foreign legal or tax practice.
Canada's Capital Gains Inclusion Rate: How It Works
Canada taxes only a portion of capital gains, the inclusion rate. Currently 50%, a 2024 federal proposal to raise it to two-thirds for gains over $250,000 was deferred and has not taken effect. Verify current status with Canadian tax counsel.
Canadian Crypto Tax Planning: Personal, Corporate, Trust
For Canadians with $10M+ in digital assets, how personal holdings, private corporations, and family trusts are taxed differently, and how to coordinate them for legitimate planning.
GILTI Rules: How Offshore Corps Are Taxed for US Persons
GILTI (IRC §951A) taxes US shareholders of controlled foreign corporations on offshore profits currently, not when distributed. Learn how the mechanics work and what exceptions may apply.
Offshore Asset Protection Trusts: 5 Jurisdictions Compared
Compare the five main offshore asset-protection trust jurisdictions, creditor barriers, US reporting obligations, cost, and where Panama's treaty position fits in.
Section 85 Rollover: Crypto Into a Canadian Corporation
A Canadian Section 85 rollover lets taxpayers transfer crypto to a corporation at an elected amount, deferring, not eliminating, capital gains tax. Here's how it works and what it requires.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.