USPAP-Compliant · Personal Property · U.S. & Canada
When a Canadian resident emigrates — to the United States, the United Kingdom, Australia, the Gulf, or anywhere else — the Income Tax Act generally deems most capital property to have been disposed of at fair market value on the date of departure. The same deemed-disposition logic applies at death. Both events turn a collection — art, jewellery, watches, handbags, rare books — into a valuation question.
The practice prepares USPAP-compliant fair market value appraisals supporting the values reported to the CRA, on a remote, documentation-driven basis, for clients still in Canada and clients who have already left.
Common engagements include valuing a watch, art, or handbag collection as of a departure date — before or after the move.
Emigration generally deems most capital property disposed of at fair market value, including categories of personal-use and listed personal property; thresholds and exclusions apply. Your tax advisor determines what must be reported — the appraisal documents the values.
Yes. Retrospective effective dates are standard appraisal practice: fair market value is developed as of the departure date from market evidence for that date.
Yes. The methodology is documentation-driven — photographs, receipts, provenance records, and comparable-sales analysis — and engagements are conducted asynchronously and in writing.
Cross-border moves can raise both CRA and U.S. valuation questions. The practice prepares reports for both regimes — see the U.S. expat appraisal page — with your advisors determining the filings each report supports.
Engagements are quoted by engagement letter based on scope of work, time, and complexity — the number of items, the state of documentation, and the intended use of the report. Fees are never contingent on appraised value.
Form T1161 lists property held on the date of emigration where the total fair market value of reportable property exceeds $25,000. Items of personal-use property worth less than $10,000 are generally excluded from the listing. Which items are reportable in a given departure — and which gains are reported on the related deemed-disposition schedule — is determined by your tax advisor; the appraisal establishes and documents the fair market values those forms rely on.