How Advisors Work with Tax Practitioners to Add Value for Clients
We are experiencing changes to tax rules across both sides of the border. This has resulted in far greater complexity, requiring careful navigation, planning and specialist advice to protect the wealth of family owned businesses.By way of introduction, we will provide an update on the current Canadian income tax rates. We will then consider planning opportunities for owners of Canadian controlled private companies, as well as the income splitting landscape after TOSI. For the second part of the session, we will provide an update on cross-border US and Canadian estate planning post US tax reform and look at Canadian family members holding US assets. Lastly, we will cover planning considerations for Canadians buying a US vacation property.
Kaye Bland, Partner, PwC, and Sathees Ratnam, Partner, PwC, Tax
10:45 - 12:00 p.m.