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Centennial 2010
  • Location:


Level: Intermediate
Competency: Taxation
Seminar Code: 00717
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Nov 29, 2017 and pay the early fee!
Date: Wednesday, Dec 13, 2017
Time: 8:30 AM-4:00 PM
Location: Holiday Inn Calgary Macleod Trail South
4206 Macleod Trail S
Calgary, Alberta
Meeting Room: Ballroom C
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: The objective of the course is to provide a basic understanding of the Canadian and U.S. tax issues that arise on the acquisition, ownership, and disposition of U.S. real estate by individuals
resident in Canada. The course also reviews the compliance requirements and the current planning opportunities available to minimize Canadian and U.S. tax with respect to ownership of U.S. real estate. The implications on death will be covered as well as the implications of gifting U.S. real estate.
Seminar Outline:
  • Various structures for ownership (e.g., individual, partnership, trust, LLC, etc)
  • Relevant Canadian and U.S. tax rules
  • Canadian and U.S. filing requirements
  • U.S. state taxation
  • Disposition of U.S. real estate
  • U.S. estate and gift tax
  • Tax rates
  • Various U.S. tax forms and elections
Pre-requisite: Participants should have a general understanding of the interrelationship of US tax with Canadian tax. Canadian tax principles are not the focus of the seminar.
Who Will Benefit: This course is for individuals interested in investing in U.S. real estate, advisors to individuals investing in U.S. real estate, owners of U.S. real estate, executors of estates with U.S. real estate, and trustees of trusts with U.S. real estate.
Seminar Leader(s): WONG, Terence
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Mar 31, 2018 08:30 am-04:30 pm
View Details
Can't make it to this session? See the other offerings of this seminar.

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