KELOWNA ESTATE PLANNING SOCIETY

Events

Meetings are generally held on the second Tuesday of every month, at the Coast Capri Hotel, starting with cocktails at 5:15pm, dinner at 6:00pm and a speaker coming on just before 7:00pm.

Please RSVP by Thursday at 5:00pm before the Tuesday meeting. 

Guests are always welcome to our regular meetings. Please contact a member to RSVP as their guest. Guest fees are $45.

Upcoming events

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

    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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