Webinar: Cross-Border Estate Planning for Americans in Canada

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Attention Americans living in Canada! Want to learn about cross-border estate planning from a team of experts? Join our upcoming webinar and learn about wills in the US and Canada, Canadian/US tax at death, giving to charity, inheriting from US Parents, Trusts, cross-border estate planning traps, and more!

About our speakers:

Max Reed:

Max Reed is a cross-border tax lawyer at Polaris Tax Counsel in Vancouver Canada. He focuses on tax and estate strategies for those with tax issues that span the Canada-US border. Specifically, he helps clients across North America with their tax and estate planning needs, renouncing US citizenship, and getting caught up on overdue taxes. You can read more about Max here -> https://polaristax.com/max-reed/

Kirsten Wharton:

Kirsten is a cross-border estate lawyer at Polaris Tax Counsel in Vancouver Canada. Her focus is on cross-border estate planning for US citizens in Canada, US residents with Canadian real estate, Canadians with children in the US, and Canadians who own US real property. You can learn more about Kirsten here -> https://polaristax.com/kirsten-wharton/

Did you know Democrats Abroad Canada is a 100% volunteer, 100% self-funded organization, and the work we do for getting out the vote from Americans living across Canada is only possible through the support of our members. Your generous donation, whether small or large, will be greatly appreciated to help us mobilize American voters in Canada!

 

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

WHEN

Sunday, July 28, 2024 at 03:00 PM Eastern Time (US & Canada) Time

CONTACT

Democrats Abroad Canada
[email protected]

6 RSVPs