Webinar Replay - Cross-Border Trusts and Estates: Tax 101

Join Andersen LLP partners, Warren Dueck and Steven Flynn and special guest Marsha Dungog, a partner at Withersworldwide, for an overview of Canadian and U.S. tax issues arising from cross-border trusts and estates.

Topics covered in this webinar include: 1) How and where trusts are taxed; 2) Common U.S. trusts; 3) Key U.S. tax trust concepts; 4) U.S. trusts for Canadian residents; 5) U.S. estate and gift tax; and 6) U.S. tax filing requirements.

Not knowing how each country’s tax laws apply to cross-border trusts and estates can end up costing you significantly. This webinar highlights relevant tax issues to consider. However, it does not constitute tax or legal advice. If you have questions about your specific situation, we invite you to contact us to discuss your circumstances.

Andersen LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Disclaimer: This webinar is for informational purposes only and does not constitute legal, tax, or financial advice. The opinions expressed during the webinar are those of the presenters and do not necessarily reflect the views of Andersen LLP. Attendees are encouraged to seek professional advice tailored to their specific circumstances before making any decisions based on the content of this webinar. Participation in the webinar does not create a client relationship with Andersen LLP or any of its affiliates. Andersen LLP reserves the right to modify or cancel the webinar at any time