Cross-border planning: updated
Cross-border financial planning expert Terry Ritchie updates advisors on American tax law changes that affect Canadians with ties to the U.S. These include non-resident Canadian clients, snowbirds and dual citizens. Ritchie details the issues advisors must know to ensure cross-border clients comply with regulations while reducing their tax burdens and helping them to properly plan their estates. |
| |
| Accreditation Details |
| The Institute: |
|
2.00 credits |
|
| IIROC: |
Professional Development |
1.00 credit |
|
| |
|
Go to the Lesson
|
Take This Test
|
|
|
