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Canadian Expat Tax & Financial Planning Webinar 2012

Canadian Expat Tax & Financial Planning Webinar 2012

By Pacifica Partners

This WEBINAR is intended to provide informational support for:

- Expatriate Canadians
- Americans that at one time lived in Canada
- Temporary or permanent relocations to the USA

Overview -- Common Crossborder Issues

-Taxation of Asset Dispositions in Canada and the US.  
-Transfer of pension credits to/from Canada, as well as transfer and treatment of IRAs and RRSPs.  
-Coordinating tax, investment, estate & relocation planning.  
-Managing Cross-border currency risk and investment accounts.  
-Impact of US estate taxes on dual citizens and green card holders.
-Use of domestic and non-resident trusts to mitigate tax burdens.  
-Implementing foreign tax credits, qualified stock options, and a return to Canada.
-New legislation and amendments to the Canada/USA tax treaty.
-Fulfilling US reporting requirements (e.g. FBAR).

Register for a session now by clicking a date below:

Tue, Mar 6, 2012 12:00 PM - 1:30 PM EST

Thu, Mar 8, 2012 4:00 PM - 5:30 PM EST

Once registered you will receive an email confirming your registration
with information you need to join the Webinar.

 

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Macintosh®-based attendees
Required: Mac OS® X 10.5 or newer