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6:49 pm

Our February 1, 2022 webinar on Investments for U.S. Citizens Resident in Canada is now available for viewing.

This session is for U.S. citizens and other U.S. persons and their advisors, including investment advisors, financial planners, lawyers and accountants. Other U.S. persons may include Canadians resident in the U.S., green-card holders living in Canada and related entities.

In this webinar, Warren Dueck and Krista Rabidoux addressed the following topics

Canadian and U.S. Investment Products:
- Mutual Funds and ETFs
- REITs and Real Estate
- Life Insurance and Annuities
- Flow-Through Shares
- Private Equity
RRSPs v. IRAs
Tax-Free Savings Accounts v. Roth IRAs
Registered Education Savings Plans v. IRC Sec. 529 Plans

Click to watch the webinar.

This webinar highlights relevant tax issues to consider; it does not constitute tax or legal advice. If you have questions about your specific situation, we invite you to contact us to discuss your circumstances.

Andersen

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The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.