"Cross Border Tax & Investment Issues" Panel Discussion

The Canadian Club of Houston is presenting a Cross Border Tax & Investments Forum for members, guests, and interested parties. The focus of this event will be to inform participants about issues related to investments in Canada and the U.S., with emphasis on financial planning for these assets with regard to the unique circumstances that Canadians living in the U.S find themselves in. Issues related to moving to or from the U.S. and the impact on RRSP, RESP, IRA, 401(k), and individual type accounts will be discussed. Also to be discussed is the Income tax effect on you, and U.S. Estate tax implications related these types of assets.

The Forum will be a panel discussion, led by distinguished guests Paul Bains, CFP and Naveen Gopal from Pacifica Partners Capital Management of Vancouver, B.C. Tobias J.W. McFaul, CPA of Weinstein Spira & Company, P.C. will lead the Income Tax discussion, and Brett T. Berly, JD of Chamberlain, Hrdlicka, White, Williams & Martin will lead the Estate Tax discussion.

Details:

$10 - Members of the Canadian Club of Houston
$15 - Non-Members

Light refreshments will be served and a cash bar will be tended for the event.

Please complete the Registration Form to guarantee your spot. RSVPs are limited to 75.

** Parking is available in the City Club's garage for $4 **

A special thank you to Zeus Mortgage for supporting the Canadian Club of Houston and this event.

Houston Tax Seminar at City Club PDF.pdf