Past Event

U.S. Canada Cross Border Tax & Estate Planning
When: Tuesday, March 1, 2016 - 07:30 - Tuesday, March 1, 2016 - 09:30

An informative and interactive breakfast seminar held on Tuesday, March 1, 2016, discussing foreign account tax compliance, including, FATCA and FBAR required by US persons living in Canada, various methods to surrender U.S. Citizenship and tax & estate planning issues for Canadians who own U.S. real estate and investments.

Our presenters included: Robert Bathgate (pictured here), 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. 

Date and Time:
Tuesday, March 1, 2016
7:30 a.m. Registration and Breakfast
8:00 to 9:30 a.m. Presentations and Q & A

Holiday Inn Burlington, Hotel & Conference Centre
3063 South Service Road, Burlington, Ontario L7N 3E9

$35* includes breakfast (*HST Included – HST#139631501)

Reserve now. Space is limited. 
Breakfast will be served.

To register for this event, contact: Saniye Yilmaz at 647-558-1943 or   
Register & Pay Online at   

To view the scheduled agenda for this event, please click here.


supported by:
AmCham Toronto-GTA