SESSION OVERVIEW:

This module will look at how certain investments are treated on both side of the border including the tax consequences of transferring some investments from one country to another. As well, it will look at whether some investments are better than others for non-residents?

APPROACH:

With the increase in the sharing of financial information between countries, Tax Efficient Retirement Income Planning issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.

WHAT YOU WILL LEARN:

Recognizing what issues may arise when holding certain investments and recognizing opportunities to assist in managing those investments to produce taxpayer's maximum wealth.

LEARNING ACTIVITIES: To test the learning process, the student will answer multiple-choice questions and contemplate the role of the advisor.