Watch U.S. Estate and Gift Tax 101

November 12, 2021
U.S. Estate and Gift Tax

Our webinar on U.S. estate and gift tax is now available for viewing. In this video, Warren Dueck and Steven Flynn provide an overview of U.S. federal estate and gift tax issues for Canadians. Topics covered include 1) the impact of domicile v. residency on how you are taxed, 2) U.S. estate and gift tax application and exemptions, 3) the Canada-U.S. tax treaty, 4) Canadians with U.S. situs assets (like U.S. vacation property), and 5) Canadians with U.S. citizen spouses. Click watch the webinar.

The webinar also flags changes that may be coming concerning U.S. tax exemptions and why it’s essential to consider your tax planning options now. 

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.