KELOWNA ESTATE PLANNING SOCIETY

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  • KEPS Mar 12, 2019

KEPS Mar 12, 2019

  • 12 Mar 2019
  • 5:15 PM
  • Coast Capri Hotel

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Topic: Cross-Border Tax Issues for Canadians after US Tax Reform

Speaker: Max Reed, LLB, BCL - SKL Tax, US & Canadian Tax Advisors

 Max solves tax problems that span both sides of the Canada-US border including:

  • Advising corporations on the US tax implications of cross-border transactions and initial public offerings;
  • Helping US citizens in Canada deal with US tax issues including renouncing their US citizenship;
  • Developing estate and tax plans that work on both sides of the border;
  • Advising Canadian investment funds on investments into the United States and receiving investments from US taxpayers.

Max  is the co-author (with Dick Pound of Stikeman Elliot) of A Tax Guide for American Citizens in Canada, as well as over 20 technical and plain language articles on a wide range of cross-border tax topics. Max has developed a number of novel solutions to common cross-border tax problems.

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