What to Know Before an Individual Invests in or a Business Expands to the US Sponsored by: Jeff Gregory – Last Chance for Registration!!!

TheGAAP.net & GTA Accountants Network


What to Know Before an Individual Invests in or a Business Expands to the U.S.

Sponsored by:

Jeff Gregory


Desjardins Financial Security Investments Inc.

Free Raffle Prize: Garmin Dash Cam 35

Dec 12, 2017 5:30pm EST

$80 CAD (+tax)

There will be two speakers covering the topic, “What to Know Before an Individual Invests in or a Business Expands to the U.S.”:

1. Stanley Ruchelman, B.A., Hon. J.D. 

2. Michael Peggs, Hon. B.A.

When a Canadian tax planner advises an individual client on a personal investment in the U.S., it is common for a U.S. tax adviser to comment on the scope of U.S. income, gift, and estate taxes. Sometimes the investment is made through a trust and other times it is made directly. Stanley Ruchelman answers 19 questions raised in the context of fact patterns often used.

When a Canadian tax planner advises a Canadian business on expanding activities to the U.S., the discussion often focuses on of subject the 20th and final question: transfer pricing matters. In this area, medium and small companies are often at a disadvantage in meeting the arm’s length standard and managing U.S. penalty risk. Michael Peggs will describe the unique challenges for mid-sized companies in planning, implementing, documenting, and managing controlled cross-border transactions and in dealing with tax authority controversy.

This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $80 (+tax).

Register here!

You will earn two hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can’t make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Share this:

Leave a Reply