Don’t Lose Advantages of Your Retirement Plans After You Relocated to Canada from the United States

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Our Panelists

Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP

Alex­ey Man­a­suev is a U.S. tax attor­ney with over 16 years of U.S. tax, inter­na­tion­al tax, and trans­fer pric­ing expe­ri­ence. Alex­ey assists clients from a broad range of indus­tries, includ­ing busi­ness­es, high net worth indi­vid­u­als, and U.S. cit­i­zens and Green card hold­ers resid­ing out­side the Unit­ed States, includ­ing Cana­da.

Matthew Bac­chiochi, CFA, CFP

For more than twen­ty years, Matthew has been coor­di­nat­ing the finan­cial affairs for NHL play­ers and high net worth indi­vid­u­als. He co-found­ed GAVIN in 2003 with Stew Gavin and estab­lished the firm’s invest­ment phi­los­o­phy, port­fo­lio man­age­ment process, finan­cial plan­ning pro­gram and com­pli­ance regime.

On Feb­ru­ary 18, 2021 at 12:00pm (East­ern Time), join us for a webi­nar with Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP, Prin­ci­pal of  U.S. Tax IQ, and Matthew Bac­chiochi, CFA, CFP, Vice Pres­i­dent & Port­fo­lio Man­ag­er of GAVIN Hock­ey Wealth Spe­cial­ists who will share prac­ti­cal tips and tax-effi­cient strate­gies for mak­ing most of your retire­ment invest­ments in the Unit­ed States after you relo­cat­ed from the Unit­ed States to Cana­da. You do not have to cash out your retire­ment plans in the Unit­ed States — there are solu­tions that can allow you to keep them! Matthew is a spe­cial guest of the U.S. Tax IQ who agreed to share his insight and solu­tions in this impor­tant area of cross-bor­der finan­cial plan­ning.

Topics Covered in This Webinar

There are a lot of tax­pay­ers who are inter­est­ed in moving/returning to Cana­da. As part of their relo­ca­tion, one of the sig­nif­i­cant issues is how to deal with their retire­ment accounts/plans in both coun­tries. In addi­tion, it is impor­tant to under­stand applic­a­ble restric­tions and lim­i­ta­tions on what tax­pay­ers can do and what they can­not do in terms of their invest­ments — fail­ure to com­ply with the rules may result in CRA or IRS penal­ties and poten­tial dou­ble tax­a­tion. Dur­ing the webi­nar, we would dis­cuss key financial/regulatory and tax con­sid­er­a­tions, as well as finan­cial and tax plan­ning oppor­tu­ni­ties that investors/taxpayers should con­sid­er when relo­cat­ing to anoth­er coun­try.

Here’s just a sample of what we’ll cover during this webinar:

  • Out­line cross-bor­der and U.S. tax com­pli­ance and with­hold­ing frame­work applic­a­ble to income from invest­ments in var­i­ous retire­ment plans and accounts (such as 401(K), tra­di­tion­al and Roth IRA);
  • Prin­ci­pal issues and con­sid­er­a­tions rel­e­vant to main­tain­ing retire­ment accounts after the tax res­i­den­cy change;
  • How to “rollover” your IRA/401(K) plan to Cana­da in a tax-effi­cient man­ner;
  • How to rollover your retire­ment invest­ment plans with­in the Unit­ed States;
  • Key con­sid­er­a­tions on mak­ing con­tri­bu­tions to and dis­tri­b­u­tions from your retire­ment plans after relo­ca­tion to anoth­er coun­try;
  • Impor­tant cross-bor­der estate plan­ning con­sid­er­a­tions involv­ing your retire­ment plans;
  • Prac­ti­cal tips and rec­om­men­da­tions on stay­ing out of trou­ble;
  • And more…

Who Will Benefit From Attending This Webinar?

This webi­nar is intend­ed for indi­vid­u­als who move between the Unit­ed States and Cana­da, their trust­ed advi­sors and tax pro­fes­sion­als. The con­tent is espe­cial­ly rel­e­vant to U.S. tax and Cana­di­an tax advi­sors who are assist­ing their clients in address­ing U.S. tax and cross-bor­der impli­ca­tions.

To learn more, please reg­is­ter and gain the knowl­edge you need to help your clients plan their move to Cana­da and effec­tive­ly man­age their poten­tial cross-bor­der and U.S. tax expo­sure. Plus, you can earn up to 1 CPD cred­it (rel­e­vant to Cana­di­an CPAs).  We hope you join us!Purchase

Very tru­ly yours,
U.S. Tax IQ team

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