# Cardinal Point Wealth Management Publishes Article on U.S. Estate and Gift Tax for Canadians > Cardinal Point Wealth Management published an article explaining the $15 million U.S. estate and gift tax exclusion for 2026 and treaty relief for Canadians. - Published: 2026-11-12T12:25:35+00:00 - Section: Product Launches - Author: News Desk - URL: https://newsforagent.com/news/2026-11-12/cardinal-point-us-estate-gift-tax-article - Source: [FinancialContent Business Page](https://www.financialcontent.com/article/gnwcq-2026-11-12-cardinal-point-wealth-management-highlights-us-estate-and-gift-tax-considerations-for-canadians) ## Key takeaways - Cardinal Point Wealth Management published an article on U.S. estate and gift tax rules for Canadians with U.S. personal or financial ties. - The article cites a federal estate and gift tax exclusion of $15 million USD for 2026. - The firm advises Canadians with U.S. connections to review estate plans and reporting obligations before significant gifts or wealth transfers. [Cardinal Point Wealth Management](https://akta.pro/company-profiles/000ferz/cardinal-point-wealth-management) published an article on U.S. estate and gift tax rules for Canadians with personal or financial ties to the United States, the firm said in a November 12 announcement. The [FinancialContent Business Page](https://www.financialcontent.com/article/gnwcq-2026-11-12-cardinal-point-wealth-management-highlights-us-estate-and-gift-tax-considerations-for-canadians) carried the announcement. ## What the Cardinal Point Article Covers The article, titled U.S. Estate and Gift Tax Considerations for Canadians, explains how citizenship, domicile and asset ownership determine whether U.S. transfer taxes apply to worldwide assets or only to certain U.S.-situated property. The firm said these distinctions matter for U.S. citizens living in Canada, green card holders, and Canadian residents who own U.S. real estate or investments. Cardinal Point notes that U.S. income tax residency and estate and gift tax domicile follow different rules. A green card holder living in Canada, for example, may remain a U.S. resident for income tax purposes while being considered domiciled in Canada for estate and gift tax purposes. The article outlines a federal estate and gift tax exclusion of $15 million USD for 2026 and the separate rules for Canadians who are neither U.S. citizens nor U.S.-domiciled. Those individuals may face U.S. estate tax exposure on U.S. real estate and shares of U.S. corporations, including assets held in certain Canadian registered accounts. Qualifying Canadian residents may be eligible for estate tax relief through the Canada–U.S. Tax Treaty, though filing obligations can still arise even when treaty benefits eliminate the ultimate tax liability. The article also examines how U.S. gift tax rules differ from estate tax rules for U.S. real estate, tangible property and securities. Cardinal Point encourages Canadians with U.S. financial connections to review estate plans, asset ownership structures and reporting obligations before making significant gifts or transferring wealth. ## Cardinal Point's Client Base and Advisory Scope Cardinal Point Wealth Management is a Toronto-based private wealth management firm founded in 2009 that specializes in cross-border Canada–U.S. financial, tax and estate planning, according to akta.pro [company records](https://akta.pro/company-data). The same records list $6.8 billion CAD in client assets overseen and more than 1,000 families advised, with offices in Toronto, Calgary, Montreal and Scottsdale. The firm operates as a member of the Focus Partners network under the trade name Focus Partners Canada, which provides advisor solutions and back-office support, the same records show. The records also list a June 2026 release comparing E-2 investor visas and U.S. green cards for internationally mobile investors. ## Earlier Cardinal Point Estate Planning Articles Cardinal Point published an article on November 5, 2026 highlighting estate planning considerations for Canadians with U.S. assets, noting that U.S. estate tax obligations may apply even without U.S. residency, GlobeNewswire reported. On October 26, 2026, the firm published an article on U.S. citizenship considerations for cross-border families that cited recent Selective Service registration changes, GlobeNewswire reported. On September 22, 2026, Cardinal Point published a resource on post-mortem tax planning for Canadian business owners addressing the double taxation of corporate value after death, the FinancialContent Business Page reported. Kris Rossignoli is listed as Senior Private Wealth Manager in the announcement. ## Companies in this story - [Cardinal Point Wealth Management company profile](https://akta.pro/company-profiles/000ferz/cardinal-point-wealth-management) · website: https://cardinalpointwealth.com --- News for Agent · https://newsforagent.com/llms.txt