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Congratulations Janice Do and Sally He on the successful completion of the Common Final Examinations!

We are delighted to announce that our Calgary colleagues, Senior Tax Specialists Janice Do and Sally He have successfully completed the Common Final Examination (CFE). The CFE was written in September and the results have just been announced by CPA Canada. Janice and Sally continue our tradition of a 100% pass rate on the CFE […]

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Watch U.S. Estate and Gift Tax 101

November 12, 2021

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 […]

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U.S. Estate and Gift Tax 101 – Webinar, Nov 9, 2021

October 28, 2021

On November 9, 2021, join Andersen LLP partners Warren Dueck and Krista Rabidoux for an overview of U.S. federal estate gift tax issues for U.S. citizens living in Canada and Canadians with U.S. situs assets. The U.S. taxes asset transfers during an individual’s lifetime (gift tax) and at death (estate tax). These taxes apply to […]

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Steven Flynn Quoted in The Globe and Mail on Tax Implications of Having an Executor or Beneficiaries Outside Canada.

October 8, 2021
As an increasing number of Canadians are shifting to remote work and living outside the country, family estate planning has become more complex. In a recent Globe and Mail article Steven Flynn was asked to comment on tax considerations relevant to non-resident beneficiaries. Steven…
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