Cross-Border Personal Tax Planning 2014

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

• BDO Canada LLP

• Davis Insurance and Estate Consulting

• Deloitte LLP

• Gowling Lafleur Henderson LLP

• Keel Cottrelle LLP

• Manulife Financial

• McMillan LLP

• Miller Thomson LLP

• PricewaterhouseCoopers LLP

• Thorsteinssons LLP