U.S Tax and Estate Planning Workshop

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About the event

This workshop will cover key issues in U.S. tax and estate planning for private clients, summarizing any new changes for 2017. Content will be divided between topics affecting U.S. citizens resident in Canada and topics affecting Canadians with U.S. beneficiaries and/or assets. The workshop will conclude with a forecast into what participants can expect from a Trump administration.


Topics Include

This workshop will provide financial planners and advisors with the issues - and opportunities - that may arise when assisting clients with U.S. connections

  • Topics Include
  • Know Your Client – Where are the Americans?
  • U.S. Estate and Gift Tax
  • Tips and Traps for U.S. Citizens in Canada
  • Ownership of U.S. Situs Assets by Canadians
  • U.S. Tax and Information Reporting Overview
  • FATCA Update and Considerations

Learning Outcomes

  • Helping your clients navigate through the hurdles and pitfalls of the U.S. tax code
  • Creating greater tax-efficiency
  • Learning of additional opportunities to invest client assets in a tax-effective manner
  • Increased long-term client satisfaction
  • Potential for additional client work and expanded referrals


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Christine A. Perry
Barrister & Solicitor / Attorney-at-Law, LL.M (U.S. Taxation)
Keel Cottrelle LLP

Christine’s practice focuses on cross-border tax and estate planning solutions for high net worth individuals, domestic and international Will and trust planning, immigration and emigration planning, foreign investment in U.S. real property interests, private client inbound and outbound issues, and related private client tax controversy issues. 

Christine is a member in good standing of the New York Bar and is a member of the Law Society of Upper Canada (Ontario). She holds a law degree from McGill University and a Masters of Law in Taxation from the University of Miami. Christine was the recipient of the 2012 Widdifield Award for excellence in legal writing in the area of trusts and estates law and is a frequent speaker on cross-border issues.


Who Should Attend

This seminar will be of particular interest to anyone who makes financial and/or investment decisions on behalf of U.S. clients and their families - including financial planners and investment advisors.


Society Member Discounts

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CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program

Other Information
Eligible for 2 CFA Institute CE credit hours
May be eligible for CE credits to maintain CFP® certification
Eligible for Tuition Tax Receipt - Form T2202A

Information on withdrawals, cancellations, and/or refunds can be found here.

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When & Where
May 23
23rd May 2017
02:00 PM - 04:00 PM
Toronto, ON
2017-05-23 02:00 PM 2017-05-23 04:00 PM America/New_York U.S Tax and Estate Planning Workshop 120 Adelaide Street West Toronto, ON, Canada M5H 1T1

CFA Society Toronto Office - Training Room

CFA Society Toronto Office 120 Adelaide Street West, Suite 2205 Toronto, ON M5H 1T1