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EVENT DATES
May 2013
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Venue

Novotel Toronto Centre Hotel 45 The Esplanade Toronto , ON M5E1W2
Tel: (800) 363-0722
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2nd Cross-Border Personal Tax Planning

25 0

Overview

Highlights:
• Cross-border estate planning strategies
• Overview of the U.S. estate and gift tax structure
• Critical tax planning issues for U.S. citizens in Canada
• Latest tax issues affecting non-resident investors in U.S. real property
• The U.S.-Canada tax treaty protocol
• Tax planning for Canada-U.S. employment transfers
• Tax planning for your cross-border family business

Participants:
• Aird and Berlis LLP
• Alpesh Joshi CA Professional Corporation
• Glenn M. Davis Insurance and Estate Consulting
• Gowling Lafleur Henderson LLP
• Keel Cottrelle LLP
• KPMG LLP
• Manulife Financial
• McMillan LLP
• Miller Thomson LLP
• PricewaterhouseCoopers LLP
• Thorsteinssons LLP

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