The ABC of Tax and Life Balance — How Life Events May Affect Your Taxes and Vice Versa?

On Sep­tem­ber 24, 2019 at 12:00pm (East­ern Time), join us for a free webi­nar with U.S. tax attor­ney Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP, who will dis­cuss how cer­tain life events and busi­ness trans­ac­tions may require speak­ing with a qual­i­fied U.S. tax advi­sor.

Who Will Benefit From Attending This Webinar?

This webi­nar is intend­ed for U.S. cit­i­zens and Green card hold­ers resid­ing in Cana­da and oth­er­wise out­side the Unit­ed States, Cana­di­ans with U.S. tax fil­ing oblig­a­tions and their trust­ed advi­sors, includ­ing Cana­di­an CPAs, Cana­di­an lawyers, finan­cial and invest­ment advi­sors, as well as U.S. tax pro­fes­sion­als.

Topics Covered in This Webinar

We don’t always think of tax­es, espe­cial­ly U.S. tax­es, when we go about our lives. Cana­di­ans may not think U.S. tax may be rel­e­vant to a trans­ac­tion that they are about to close or to a life event they expe­ri­ence until it is too late. Life events and trans­ac­tions are inevitable, such as the long-stand­ing idiom that “the only cer­tain­ty in life is death and tax­es,” and some are unavoid­able, but cho­sen, such as mar­riage, the birth of a child, start­ing a new job, buy­ing a house, sell­ing a house, or obtain­ing an edu­ca­tion. Each of these life events may have tax impli­ca­tions that ulti­mate­ly may adverse­ly affect one’s tax lia­bil­i­ty. With prop­er plan­ning and rel­e­vant knowl­edge, even basic some­times, tax­pay­ers may be able to take advan­tage of a more favor­able tax treat­ment or achieve bet­ter tax results, for exam­ple, avoid dou­ble tax­a­tion. Even if your tax expo­sure may increase due to an unex­pect­ed life event, such as receiv­ing an inher­i­tance, under­stand­ing how to deal with these events can pro­vide a sig­nif­i­cant ben­e­fit mov­ing for­ward.

Here is just a sample of what we will cover during this webinar:

• Recent update – IRS released new pro­ce­dures pro­vid­ing relief for cer­tain for­mer U.S. cit­i­zens;
• What fac­tors and red flags to look for when try­ing to fig­ure out if U.S. tax may be rel­e­vant;
• When you should look for U.S. tax issues;
• Typ­i­cal trans­ac­tions and life events that may lead to unex­pect­ed U.S. tax con­se­quences;
• How to pro-active­ly man­age poten­tial U.S. tax expo­sure;
• Prac­ti­cal tips and con­sid­er­a­tions;
• … and more!

To learn more, please reg­is­ter and gain the insight you need to effec­tive­ly man­age your U.S. tax expo­sure when an expect­ed or unex­pect­ed life event occurs. This valu­able infor­ma­tion can assist you and your clients in struc­tur­ing and plan­ning for their future. Plus, you can earn up to 1 CPD cred­it (rel­e­vant to Cana­di­an CPAs). We hope you join us!Register

Very tru­ly yours, U.S. TAX IQ Team