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Beyond Borders: An Update on Cross-Border Trust Issues

Join Rob Worthington and Saul Abrams for Beyond Borders, a complimentary webinar series designed to provide you with invaluable insights and strategies to confidently navigate the world of cross-border tax issues.

From understanding how to operate in other countries to optimizing year-end checklists for international affairs, this series will equip you with the knowledge needed to succeed in a world without borders.

Predicting and understanding complex cross-border rules applicable to trusts is paramount to successful financial management and strategic decision-making. This session will examine the ever expanding tax and related reporting requirements that necessitate determinations regarding settlors, trustees, beneficiaries, and trusts themselves, to enable accurate tax planning and compliance.

Topics covered will include:

  • How can the residence of trustees, beneficiaries, and the trust itself be determined and harmonized in a cross-border trust structure amidst conflicting factors?
  • How are trusts affected by cross-border tax calculation, anti-avoidance, withholding, and other rules? 
  • What is Canada's Non-Trusts Resident Regime and how does impact on cross-border trust arrangements?
  • How can potential US pitfalls impact Canadian trusts, trustees, and beneficiaries?

Who should attend? This webinar is designed for CFOs, accountants and business owners involved with cross-border operations.

Original broadcast: March 6, 2024



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