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There have been a number of recent developments in the U.S. estate tax regime, and these can have significant implications for certain Canadians, as well as for U.S. citizens residing in Canada. Many Canadians and practitioners are unaware of these U.S. taxes and reporting requirements. This webinar will discuss recent U.S. tax developments impacting many Canadians who hold US property, or those Canadians who still hold U.S. citizenship. It will provide an introductory overview of U.S estate taxes, as they apply to Canadians. Note that this webinar is not intended to provide detailed U.S. tax calculations or advice, rather it will focus on highlighting generally what liabilities may exist for residents of Canada and offer some alternatives for mitigating liability. The webinar will, however, include some high-level examples demonstrating the computation of estate tax.
More specifically, topics covered will include:
- An Overview of the U.S. Transfer Tax System;
- The Basics of U.S. Estate and Gift Tax;
- Upcoming Changes which may Transpire with U.S. Estate Tax;
- Examples of Exposure Calculations; and
- Planning Opportunities.
Target Audience
This webinar will be of most interest to accountants, tax professionals, lawyers, financial planners and other service professionals who advise individuals.
Professional Development Credits
CCH Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.
This Webinar Includes:
- 30 days to review the webinar recording
- PDF version of the presentation slides

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