Join Cooper Xu and Shan Lu for a review of Investing Strategies for U.S. Citizens Resident in Canada.

Topics on the Agenda

  • Mutual Funds and Exchange-Traded Funds
  • Registered Retirement Savings Plans and Pension Plan
  • Tax-Free Savings Account v. Roth Individual Retirement Account
  • Canadian v. U.S. Education Savings Plan 
  • Private Canadian Corporations and Trusts

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

Who should attend

U.S. citizens and green-card holders resident in Canada. Also, those who advise these individuals including accountants, lawyers, investment advisors, financial planners and others.

When

Tuesday, February 14, 2023, 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.