“Head in the Sand” Costly Approach to U.S.-Canada Tax Issues

Many Canadians have properties in the U.S. and regularly spend time there. Unfortunately, many of them also tend to take an “ostrich” approach to the related tax issues. That can be very expensive in the long run. If you are a tax or financial advisor serving snowbirds or other clients with U.S. assets, it is imperative to take a proactive approach to protect their wealth from the tax consequences in multiple jurisdictions.

For these reasons, you will want to make attendance at the Distinguished Advisor Workshops (DAW), starting next week, a priority.
We’ve assembled some of the top experts who will speak to these issues:

• Evelyn Jacks, president of Knowledge Bureau, will provide a detailed analysis of the effects of the 2017 federal budget on personal tax planning as well as the details of previous budgets with implementation required in 2017 and beyond.
• Dean Smith, Partner at Cadesky and Associates LLP, one of Canada’s most experienced cross-border tax experts, will discuss the important cross-border taxation issues that tax and financial advisors need to be aware of, whether your Canadian clients have real estate or financial assets in the U.S., or you have clients who are U.S. citizens living in Canada.
• Jenifer Bartman, CA, CMC, will show you how to prepare your clients who are transitioning their businesses to the next generation of leaders and/or preparing their business for sale. Tax and financial advisors can be of significant help by guiding them in the direction of formal business continuity planning.

Beyond the leading-edge educational content of this one-day workshop, the DAW offers an excellent networking opportunity to connect with speakers and your peers alike.    
Registration is still open this week, but numbers are limited, so sign up now to attend the DAW in one of six cities across Canada. Walk-in registrations for single attendees are $595 for the day, or $246 each for anyone who books a table of six (all taxes extra). For the full agenda and to register in the city of your choice, click here. Availability will be filled on a first come, first served basis. For more information, register online or call 1-866-953-4764 now to reserve your seat.

We have asked our students about Knowledge Bureau’s unique value proposition, and here’s what they told us:
“Most beneficial and informal seminar I’ve been to.” C. Losing, BC
“Applicable, valuable and immediate opportunity to add value for clients.” L. Campbell, MB

Special thanks to our education partner:
 

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