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Clients who are U.S. Citizens, hold U.S. Assets, or have U.S. Children: An Introduction to U.S. Tax Issues Affecting Canadian Clients

This presentation will examine a case study, where a high net worth client couple owns a principal residence and investment accounts in Canada. Simple, yes? But what if one of the couple (or both) are U.S. citizens? Or they don’t, but they hold significant amounts of U.S. securities in those accounts? Or neither of those concerns exist, but they have a child in the U.S. and, among other things, they wish to avoid probate and help that child with a down-payment? In all these common scenarios, U.S. tax, whether it be income or estate and gift, issues abound.

Cheyenne J.H. Reese – Legacy Tax + Trust Lawyers, Vancouver

Cheyenne Reese is a principal of Legacy Tax + Trust Lawyers. She assists clients with estate and trust planning and tax matters. Cheyenne received her JD from the University of Victoria in 2005 and her Masters of Law degree in International Taxation from New York University in 2006. The primary part of Cheyenne’s practice is related to US-Canada transactions, including estate, gift, and generation skipping tax issues. This includes estate planning for US citizens living in Canada, Canadians with US beneficiaries, Canadians purchasing or holding US real estate and Americans purchasing or holding Canadian real estate. Cheyenne is a member of STEP and an ACTEC International Fellow.

Cheyenne was called to the BC Bar in 2007 and has been with Legacy Tax + Trust Lawyers since that time.

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