U.S Canada Cross Border Tax Planning | Mike On Money

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  • Опубликовано: 16 окт 2024
  • One of the most common challenges for Canadians seeking sound cross border tax advice is weeding out the misinformation. Most professionals restrict their practices to dealing with issues on only one side of the border. Finding professionals who know the laws in both countries, how they interact, all of the filing requirements, as well as the Canada-U.S. tax treaty can be very difficult.
    In this episode, Michael LeBlanc of Canaccord Genuity Wealth Management and Rebecca Hett of CI Investments discuss the cross border tax planning strategies and other important things to consider when it comes to tax and estate planning.
    This webinar is held in partnership with CI Investments.
    To access Mike On Money page, please click here: www.leblancgro...
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    LeBlanc Group is a part of Canaccord Genuity Wealth Management.
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    #TaxPlanning #CrossBorderTaxPlanning #LeBlancGroup

Комментарии • 1

  • @llcprivatewealth
    @llcprivatewealth  4 года назад

    DISCLAIMER: This material is provided for information purposes only and is intended for distribution in those jurisdictions where subsidiaries of Canaccord Genuity Group Inc. (together, “Canaccord Genuity”) are registered as advisors or dealers in securities. Any distribution or dissemination of this material in any other jurisdiction is strictly prohibited. The information does not constitute an offer or solicitation in any jurisdiction in which such an offer or solicitation is not authorized, or to any person to whom it is unlawful to make such an offer or solicitation. This is not, and under no circumstances should be construed as, a solicitation to act as a securities broker or dealer in any jurisdiction by any person or company that is not legally permitted to carry on the business of a securities broker or dealer in that jurisdiction. This material is prepared for general circulation to clients and does not have regard to the investment objectives, financial situation or particular needs to any person. Clients should obtain advice based on their own individual circumstances before making an investment decision. Any client wishing to effect any transactions should do so through a Canaccord Genuity qualified salesperson in their jurisdiction of residence.
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