Скачать или смотреть Cross-Border Tax and Immigration Planning for Canadians in the U.S.

The video documents a comprehensive seminar hosted by the Kenny Association featuring experts from Trowbridge and Cummings & Partners. The video focuses on the complex tax and immigration implications for Canadian expats living in the United States, specifically in New York. The video outlines critical cross-border challenges, such as determining residency status, managing departure tax, and reporting foreign assets like RRSPs and TFSAs. Additionally, the discussion highlights potential traps and opportunities regarding real estate sales, stock options, and estate planning for individuals moving between the two countries. The presentation concludes by emphasizing the necessity of pre-departure counseling to ensure compliance with both CRA and IRS regulations while optimizing financial outcomes.