CAS Cross Border Financial, Tax, and Estate Seminar March 21, 2012

This seminar is intended to provide informational support for:

Expatriate Canadians
Americans that at one time lived in Canada
Temporary or permanent relocations to the USA
Seminar Overview - Common Crossborder Issues

Taxation of Asset Dispositions in Canada and the US.
Transfer of pension credits to/from Canada, as well as transfer and treatment of IRAs and RRSPs.
Coordinating tax, investment, estate & relocation planning.
Managing Cross-border currency risk and investment accounts.
Impact of US estate taxes on dual citizens.
Use of domestic and non-resident trusts to mitigate tax burdens.
Implementing foreign tax credits, qualified stock options, and a return to Canada.
New legislation and amendments to the Canada/USA tax treaty.
Fulfilling US reporting requirements (e.g. FBAR).
Speaker Panel



Cross Border Investment & Financial Planning

Paul Bains MBA, CFP Cross Border Portfolio Manager

Pacifica Partners Capital Management



Cross Border Tax Planning

Gail Kruk, Crossborder Tax Specialist

Larson Gross PLLC



Crossborder Tax & Estate Law

Will Todd, Associate

Davis LLP

Official Website: http://canada-americasociety.org/Events.html