Canada/US Cross Border Planning – Oops And Ah-ha’s
What happens when a prospective client comes into your office and you learn they are from Canada? Learn the nuances, pitfalls, and other relevant information related to a client moving between, or interests in, Canada and the US. This vigorous session will provide hands-on experience and examples, as well as outline the regulatory environment in Canada. There will be ample time for Q&A at the end of the session.