Canada/US Cross Border Planning – Oops And Ah-ha’s
What happens when a prospective client comes in 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.