Tax Issues Related to Holding Canadian Assets, Estate Issues and Other Matters
Presenters:
Carol-Ann Simon, CPA, CA, Shareholder
Masataka Yamaguchi, CPA, International Tax Manager
Presentation to: Willamette Valley Estate Planning Council, January 14, 2014
Topics include:
- Case Study: Client Assumptions & Goals
- Assets & Liability
- Canadian Consequences
- Deemed Disposition of Assets
- Rent of Canadian Home
- Sale of Canadian Principal Residence After Move to U.S.
- Change in Use of an Asset
- U.S. Tax Consequences