Conference · Toronto, Canada

Cross-Border Personal Tax Planning

Investment · Insurance · General

Official website
Next editionNot confirmedLast edition we have: 26–27 May 2015
Last venueCourtyard Toronto DowntownToronto, Canada
RunningSince 2012Annual · 4 editions on record
Last checked12 Nov 2026Organiser website checked
We haven't confirmed the next dates yet. The last edition in our records was 26–27 May 2015 at Courtyard Toronto Downtown. Check the organiser's site: federatedpress.com. Are you the organiser? Correct this listing.

Key numbers

Editions on record
4first in 2012

About Cross-Border Personal Tax Planning

Highlights:

• Cross-border estate planning strategies

• Overview of the U.S. estate 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 implications of insurance

• Tax planning for your cross-border family business

Participants:

• Aird and Berlis LLP

• BDO Canada LLP

• Blake Cassels & Graydon LLP

• Deloitte LLP

• Dominion Tax Law

• Gowling Lafleur Henderson LLP

• Honigman Miller Schwartz and Cohn LLP

• Keel Cottrelle LLP

• McMillan LLP

• McGovern Hurley Cunningham LLP

• Miller Thomson LLP

• MNP LLP

• Tax Chambers LLP

From our listing of this edition. Details may have changed since.

Editions

YearDatesWhereExhibitorsVisitors
201526–27 May 2015Courtyard Toronto Downtown
Toronto, Canada
——
201414–15 May 2014Courtyard Toronto Downtown
Toronto, Canada
——
201321–22 May 2013Hotel Novotel Toronto Centre
Toronto, Canada
——
201227–28 Feb 2012Hotel Novotel Toronto Centre
Toronto, Canada
——

Past editions from the bvents archive (2008–2019) and organiser figures where they were published.

Questions

When is Cross-Border Personal Tax Planning?

The next dates haven't been confirmed. The last edition we have on record was 26–27 May 2015.

Where is it held?

The last edition we have was at Courtyard Toronto Downtown, Toronto, Canada.

How often does it take place?

Annual, judging by the 4 editions on record since 2012.

Industries