Tax & Estate Planning Issues for New Canadians

The Canadian government plans to admit nearly 1.5 million new permanent residents over the next three years. This influx of newcomers will translate into more clients looking for information about how they will be taxed in Canada and how to maximize the wealth transferred to their heirs. With many of these individuals remaining tied to their families and to assets and structures in their countries of origin, these are not topics most lawyers are equipped to answer. Especially for higher net worth individuals, Canadian tax and estate planning raises complex issues; Canada’s tax laws are often unintuitive, and Canada’s tax and estate or succession laws can also be incongruent with those of foreign jurisdictions. This presentation with experienced tax, trusts and estate planning lawyer Rahul Sharma is designed to help non-tax specialists develop a working knowledge of Canada’s tax system so they can respond generally to recurring questions from new and prospective Canadian taxpayers. While the presentation will not make attendees competent to practice in this area, it will allow attendees to meaningfully engage with clients and identify critical issues that require a co-ordinated plan. Sharing this advice early can avoid an estate being depleted by professional fees and reduce the risk of future negligence claims. Don’t miss this opportunity to help ensure the growing number of Canadian newcomers receive the tax and estate planning advice they need.

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.