| Starts: | Tuesday February 09, 2010 at 8:00am |
|---|---|
| Ends: | Tuesday February 09, 2010 at 12:00pm |
| Event Type: | Conference |
| Region: | Naples, Florida Area |
| Location: |
The Ritz-Carlton 280 Vanderbilt Beach Road Naples, FL 34108 US |
| Price: | $125 per person, $175 per couple |
| Website: | http://www.keatsconnelly.com/workshop_details.aspx?id=24 |
| Industry: | financial services |
| Keywords: | Exit Tax, Deemed Disposition, Tax Treaty, Border Guide, Green Card, Immigration, Keats, Moving To The Us, Retirement, Snowbird, Tax, Expat, Winter Home, Cross Border, Canada, Tax Planning |
| Intended For: | CEO, CFO, President, Owner, Chief, Accountant, Tax, Realtor, Real Estate, Partner, Attorney, Banker, Advisor, Director, Canada, Canadian, International, Immigration, Estate Planning, Financial |
| Organization: | Keats, Connelly and Associates, LLC |
Contact Information Kathy Bayer Phone: 800-678-5007 kathyb@keatsconnelly.com
You may already know how complicated owning property or investing in the U.S. can be. However, you may not know how to title your property correctly or which U.S. investments Canadians can make that are exempt from U.S. income tax. Keats, Connelly and Associates would like to invite you to attend one of our Cross-Border Living Workshops where we will provide answers to these questions.
Experienced professionals from Keats, Connelly and Associates, including Robert Keats, author of a Canadian bestseller entitled The Border Guide, will conduct the workshops.
We will provide you with strategies on how to:
best work with the Canadian and U.S. tax systems; buy a retirement home and deduct mortgage interest from your Canadian return; take advantage of Canadian/U.S. dollar exchange rates; receive your Canadian RRSPs tax-free or nearly tax-free in the U.S.; find investments exempt from U.S. income taxes and withholdings; and maximize Medicare benefits.
A general question and answer session will follow the presentation to address your specific concerns.
The registration fee is US$125 per person (or US$175 for married couples). It includes a continental breakfast, lunch, as well as all workshop materials. Advance registration is required and space is limited, so make your plans early! Visa, American Express, and MasterCard are accepted.
Workshop hours are from 8:00 am to 12:00 noon. The continental breakfast and workshop registration begin at 7:30am. Lunch will be served at 12:15pm. During lunch, KCA professionals will be seated among you to answer further questions.
If you or someone you know would like to attend, please contact us at (800) 678-5007.
We look forward to seeing you!