Cross-Border and Offshore Tax Planning

Presented by the Taxation Law Section
Co-Chairs:  Brian R. Carr, Thorsteinssons LLP | Ed Kroft, Q.C., Bennett Jones LLP

COST FOR THE GROUP OF RECORDINGS
CBA members: $199
CBA Young Lawyer Members (<5 years): $120
CBA Student members: $49
Non-members: $429
Government: $329
Plus applicable taxes

Purchase individual sessions below or the full group for the best rates.

Group rates available. Please contact pd@cba.org.

Cross-Border and Offshore Tax Planning

Total Content Time: 6.25 CPD Hours

This grouping will:

• Outline the taxation of non-resident trusts that have Canadian settlors and beneficiaries;
• Consider the taxation of foreign investments made by Canadian residents;
• Outline the rules in the Act relating to the taxation of investments made by non-residents in Canada;
• Describe the foreign affiliate regime relating to the taxation of Canadian residents who own shares of non-resident corporations or who are partners in non-resident trusts; and
• Consider the taxation of residents of Canada who emigrate from Canada;

1. Non-Resident Trusts and Offshore Investment Fund Properties
2. Inbound Investment – Cross-border Issues 
3. Outbound Investment – The Foreign Affiliate Rules
4. Taxpayer Migration