Dual Filer Status- How to Live & Invest in Canada as a US Dual Filer -Courtenay BC Oct 12

THURSDAY OCTOBER 12, 2017
3:00 – 5:00 pm P.S.T.
Crown Isle Resort & Golf Community/Copper Room
399 Clubhouse Drive V9N 9G3
Courtenay B.C.
MAP

The life of a dual-filer doesn’t have to be complicated.
Join our seminar and learn about the many strategies that can help you maximize your after-tax income and remain compliant.

You may be a dual filer if you are a long-term dual citizen of the United States and Canada; are Canadian born with an American parent; are an American Green Card Holder or live in Canada with American citizenship.

In this seminar, specialist John Richardson will cover topics such as:

  • Investment restrictions to be aware of
  • Forms you need to file
  • Managing estate planning issues
  • Whether to keep your U.S. citizenship
  • Exit Tax (and its misconceptions)
  • Coming into compliance

 
Lara D Austin
 
 
 
 
 
 
 
 
 
 
 

Your Host Lara D. Austin BA FMA CIM
Investment & Wealth Advisor
RBC Dominion Securities

 

J
 
 
 
 
 
 
 
 
 
 
 
John Richardson B.A., LL.B., J.D.
Citizenship Lawyer
citizenshipsolutions

 
Please R.S.V.P. to Una Guile – 250-344-5604

 

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