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Q1 2024

IRS Direct File launches: free tax filing directly with the government

The IRS Direct File pilot is live in 12 states for simple returns. It's a milestone — the first time Americans can file directly without commercial software. The limitations are significant for now, but I'm watching this closely as it could change the landscape for simpler filings.

I keep a close eye on developments like these so my clients don't have to. Tax law changes can significantly affect your filing strategy, and I believe the earlier you understand them, the better positioned you are to plan effectively.

Whether you file in Canada, the United States, or both, staying current on these changes is essential. In my cross-border practice, I've seen firsthand how policy shifts in one country can create unexpected obligations — or opportunities — in the other.

If you have questions about how this affects your specific situation, please don't hesitate to reach out. I'm here to help you navigate these changes and make the best decisions for your financial future.

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