Register now for our next TRIIPSS webinar:
Cross border investment issues for Americans in Canada
Should your approach to advising American clients living in Canada be different? Join us for our next TRIIPSS webinar for the first of a two-part series exploring the answer and other questions surrounding the implications for American investors living and working in Canada.
During this interactive case study, you will learn about U.S. tax return filing and reporting requirements, as well as the different income tax rules in Canada vs. the U.S. Attend to learn about purchasing Canadian insurance-based investment solutions (like segregated funds), mutual funds and U.S. anti-deferral rules — All presented through the experiences of a Canadian resident family with U.S. ties.
This webinar is a companion to Cross border insurance issues for Americans in Canada that will be presented in May.
- Date: April 27, 2021
- Time: 2:00 p.m. to 3:15 p.m. ET
- CE credits: Pending
- Replay: Access to replay will be provided after webinar
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Peter Wouters
Director, Tax, Retirement & Estate Planning Services, Empire Life
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This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more > |
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