This course outlines current rules and tax implications advisors will encounter when dealing with foreign assets, accounts and passive income for American Citizens living in Canada. It aims to increase advisors’ understanding of the rules of FATCA, PFIC, FBFA as well as increase their insights on tax planning strategies for their US person clients.
Upon completion, advisors will be able to:
Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines
This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.
FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.