Untangle the Tax Webs: Cross Border Issues

Does your client base include businesses looking to grow into the U.S. market? Perhaps you have clients looking to expand or retire into the U.S., snowbirds, people who want to make a permanent move south or who have multijurisdictional families? 

You won’t want to miss attending the Acuity conference for Distinguished Advisors, November 22-24 to take in a cutting-edge session on cross-border planning with Dr. Dean Smith, sponsored by Cadesky U.S. Tax. 

Why would Canadian business owners want to expand or sell to go into the U.S. given the trade uncertainties? For one thing, the tax rates are so much lower, especially in some states, such as Florida. But there are many pitfalls to avoid, including how to structure U.S. bound company expansions to ensure the CGD is ultimately available. 

For Canadian owners looking to sell and retire in the U.S., there are issues to consider regarding the most tax efficient way to pull money out of the Canadian corporation once abroad. Retirement income planning for RRSPs and dividends is important too, as non-residents are subject to lower withholding taxes at much lower rates than residents. Learn about departure tax issues, filing for Taxable Canadian Properties and most important, estate planning issues when there are people and corporations on both sides of the border. 

You’ll be challenged to think long term in your planning for the company, the family and in particular, regarding health care planning, as well. What happens when you come back to Canada as a non-resident in this case? Are you covered under provincial health plans?

Dr. Dean Smith is a long term faculty member of Knowledge Bureau and a renowned expert in cross border planning. You’ll love meeting him! Knowledge Bureau is grateful for the support of Cadesky U.S. Tax in bringing this important session to you.  

Be sure you are on the distinguished delegate guest list by registering now. You’ll save money on early bird tuition fees until June 30. It’s a great way to earn valuable CE Credits before year end and receive tax-deductible receipting as well.

For more information and to register and the beautiful Delta Victoria Ocean Pointe Resort visit the Official Conference Site. VIP Affinity program applies to Knowledge Bureau grads and distinguished delegates.