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!