Join Krista Rabidoux and Efrelyn Soyangco for a review of tax implications on estate planning for U.S. citizens resident in Canada.

Topics on the Agenda

  • U.S. Estate Tax 
  • Canadian and U.S. Tax at Death
  • Problems with Common Canadian Strategies
  • Who Should be the Executor
  • U.S. Beneficiaries of Canadian Estates

There will be an opportunity to ask questions at the end of the presentation.

Who should attend

American residents in Canada with estate and investment that could be subject to U.S. estate taxes, and their advisors including accountants, lawyers, investment advisors, and others.

When

Tuesday, November 22, 2022, 9:00-10:00 AM Pacific Time (U.S. and Canada)

Contact us to learn how we can assist you

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.