A Cross-Border Financial, Tax & Estate Planning Update
Given the challenges of the last two years – the pandemic, the results of the 2020 U.S. and upcoming Canadian elections, and the various tax policy proposals in each country – join our resident Canada/U.S. financial planning expert, Terry F. Ritchie as he shares his knowledge and valuable insight around the planning implications that could apply to your snowbird, U.S. citizen clients or those clients considering a move to or from either Canada or the U.S.