U.S. Canada Cross Border Tax & Estate Planning Breakfast

Tuesday, March 1, 2016

At a breakfast seminar hosted by Neurose and supported by the AmCham Canada Toronto-GTA chapter, discussion focused on foreign account tax compliance, FATCA and FBAR required by US persons living in Canada and various methods to surrender U.S. Citizenship and tax & estate planning issues for Canadians owning U.S. real estate and investments.

Presenters included: Robert Bathgate, JobsOhio Economic Development, Canadian Office; Adam Cappelli, lawyer, certified specialist in estates & trusts law, Cambridge LLP Burlington; Dean Smith, CPA, CA, Cadesky Tax, Toronto; Charles Telford and Eileen Martin, U.S. lawyers, Barclay Damon LLP, New York. 

Pictured here: Robert Bathgate, JobsOhio Economic Development & AmCham Canada Toronto-GTA Chair.