Cross Border Financial, Tax & Estate Planning Seminar March 8, 2011

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 treat-ment 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).