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Estate Planning Council of CANADA

Do Your Clients Have U.S. Assets & Investments?

  • January 07, 2021
  • 12:00 PM - 1:00 PM
  • Zoom

Registration

  • No Charge
  • Free

Be Aware of US Tax Exposure on Portfolios and Estates

As borders further erode and multinational transactions and holdings become a growing norm, an exponentially increasing number of individuals have some sort of international ties – whether through family, assets, employment, or a multitude of other factors.

This presentation will provide advisors the awareness of US tax exposure needed to speak knowledgeably with clients on American transfer tax issues when they arise and advise them appropriately of considerations in this realm.

Patrick J. McCormick is a partner with Culhane Meadows in Philadelphia, PA.  He earned his J.D. from Vanderbilt University Law School in 2008, and his LL.M. from New York University School of Law in 2009.  Mr. McCormick specializes in and regularly handles matters covering all areas of international taxation, frequently publishing articles and giving presentations on assorted areas of international tax law.  Patrick regularly works with accountants on international matters faced by their clients.

About EPCC

Our mission is to provide community and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.



More Information

Contact - info@epc-canada.org

1771 Robson Street, Unit 212
Vancouver, Canada, V6G 1C9

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