Wednesday, February 15
Waterloo, ON, Canada
Cross Border Estate and Tax Planning
In person Ticket -$10 Suggested Donation.
$5 Ticket to receive a recording of the session.
- Estate Planning and Estate Taxes
- Changes to estate tax thresholds
- Real Estate Holdings and Planning – Canada and US
- Cross-border income, pension and benefits planning
Steele Wealth Management of Raymond James Ltd (USA)
WHEN
Wednesday, February 15, 2023 at 08:00 PM Eastern Time (US & Canada) Time
WHERE
ON ZOOM
595 Parkside Dr
Waterloo, ON N2V 1A1
Canada
Google map and directions
CONTACT
Julia Buchanan
[email protected]