Acuity 2025: Canadians Are Making New Choices About Their U.S. Assets

Canadians are making new choices about their assets in the US. What are the cross-border tax implications? Find out the details you need to know with one of the world’s most knowledgeable cross border experts, Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™, FDFS™ in a session focused on the Impact of Selling US Properties, only at the 2025 Acuity Conference for Distinguished Advisors in Puerto Vallarta November 23-26.

Dr. Dean Smith’s session entitled “Selling Real Estate: What Advisors Need to Know” will unpack why so many Canadians are expected to sell their U.S. properties this year — from political shifts and currency pressures to rising insurance costs. He’ll walk delegates through key U.S. tax rules under FIRPTA, estate, gift, and transfer tax laws, and outline how advisors can help clients plan ahead. Smith will also explore where Canadians are buying next — from Mexico to Costa Rica and Panama — and the cross-border tax issues that come with those moves.

DR. DEAN SMITH, PRESIDENTCADESKY U.S. TAX LTD.

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™, FDFS™ is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 25 years assisting companies moving employees around the world. Clients also include private individuals who have multiple jurisdictional filings. Dean is also a Faculty member and writer with Knowledge Bureau. 

Check out all the details in the online agenda, or our new PDF Program Guide, featuring all the highlights and register today at learn.knowledgebureau.com/acuity