ROUNDTABLE: U.S. TAX AND ESTATE PLANNING FOR CANADIAN TAX RESIDENTS

Upcoming Breakfast Seminar on U.S. Tax from 8:30AM to 10:30AM 

Wednesday  December  7,  2016  @ KERR Financial (1000 Sherbrooke St. West, # 1600, Montreal)

Thursday December  8,  2016 @ Forest & Stream Club (1800 Lakeshore Drive, Dorval)

KERR Financial is proud to host a breakfast seminar on U.S. tax and estate planning for Canadian residents. Both sessions will cover the same material over two hours, including an interactive Q&A period.

Come hear our experts clear up misconceptions and address concerns, such as:

Foreign account tax compliance reporting

Giving up U.S. citizenship

Tax and estate planning issues for Canadian snowbirds and investors

Ownership of U.S. real estate and investments

Presenters include:

Robert J. Kerr, CPA-CA, F. Pl., TEP, CFP(USA) Canadian & U.S. Financial Planner – Chairman & Founder

Brian Casey, CPA-CA Client Accounting Principal

Theresa Gibbons, U.S. Immigration Attorney from TMG Visa LLC (Saratoga Springs, NY)

Each is an expert in their particular field and knows the rules and laws on both sides of the border. They will bring interesting insights, unique perspectives and thoughtful relevance to Canadian tax residents dealing with U.S. tax and estate issues.

Cost:                        $35, includes breakfast and free parking + GST & QST

                                 Complimentary for clients of KERR Financial and their guests.

Registration:        Contact Patricia Gasc at 514-871-8213 or by emailing Patricia Gasc at  pgasc@bertf2.sg-host.com.

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