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This course is for you if
You provide tax services to corporate clients and business owners
You are a professional looking to update your skills
You are training staff
Overview
The fourth course in the DMA™-Family Business Services Specialist Designation.
Advisors who take this course and who work with affluent boomers will be prepared to discuss cross border taxation with a piece of comprehensive general knowledge, as well as recognize and advise on how certain actions on both sides of the border affect a person’s tax situation.
What you will learn
The course includes all relevant and recent tax changes. The chapters feature case studies, which will ensure that you’ll be able to adequately explain such subjects as how Canadian and U.S. tax laws differ, the benefits and protections of tax treaties, how U.S. estate and gift taxes apply to residents and nonresidents, how to enter the U.S. to work or live, the tax consequences of terminating residence, and what is FATCA (Foreign Account Tax Compliance Act) and what are its effects.
It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation.
- George Donkor, ON
Scope of the course
- Residency
- Immigration and Emigration
- Snowbirds
- Owning Property as a Non-Resident
- Canada-U.S. Tax Convention (1980) AKA The Treaty
- U.S. Citizenship
- Canadian and U.S. Investments (including FATCA)
- U.S. Estate and Gift Tax
- Renouncing U.S. Citizenship
What is included
- Tax deductible tuition fees
- Potential for Canada Training Grant or other Government programs
- Personal consultation and virtual campus orientation
- Practical case studies using well-known professional software
- Lesson plans and study plans
- Calculators and tools you can use immediately
- Personal instructor support by email
- Testing and certification
- Comprehensive Knowledge Journal
- CE/CPD accreditation by various professional bodies
- EverGreen Explanatory Notes - Online Research Library
