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Webinar Replay – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101

Watch Cooper Xu and Shan Lu review Investing Strategies for U.S. Citizens Resident in Canada. Topics on the Agenda Upcoming webinar – Taxes for U.S. Citizens Resident in Canada: Tax 101

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Webinar Alert – Taxes for U.S. Citizens Resident in Canada: Tax 101

February 7, 2023

Join Philip Mei and Kathy Li for a review of Taxes for U.S. Citizens Resident in Canada. Topics on the Agenda 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 […]

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Webinar Alert – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101

January 31, 2023

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 […]

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Webinar Replay – U.S. And Canadian Equity Compensation: Tax 101

January 26, 2023

Watch Warren Dueck and Atif Mir review U.S. and Canadian Equity Compensation. Topics on the Agenda

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