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Canadian Tax Planning for U.S.-Based Taxpayers: Key Challenges for Businesses

Canada-U.S. Tax Treaty, Tax Issues for Acquisitions or Financing Canadian Businesses, and Other Key Considerations

Recording of a 90-minute premium CLE/CPE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
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Conducted on Thursday, November 16, 2023

Recorded event now available

or call 1-800-926-7926

This CLE/CPE course will provide tax counsel and advisers an in-depth analysis of Canadian tax considerations for U.S.-based taxpayers. The panel will discuss the Canadian tax system as applied to U.S.-based taxpayers, doing business in Canada considerations, acquisitions and financing Canadian operations, the Canada-U.S. Treaty, and other key items to consider for U.S.-based taxpayers.

Description

Companies and private equity firms that own assets, carry on business, or have investments in Canada are subject to Canadian taxation unless a treaty exemption applies. Tax counsel and advisers must have a complete understanding of applicable tax rules to identify tax risks and carefully implement strategies to minimize tax liability.

For U.S.-based businesses with offices or assets in Canada, tax planning is key in order to avoid unintended tax liability. Canadiana tax filing obligations can arise where a U.S. resident carries on business in Canada or disposes of taxable Canadian property. With employees travelling in Canada, filing obligations can become costly and onerous.

Listen as our panel discusses the Canadian tax system as applied to U.S.-based taxpayers and offers tax planning strategies to obtain optimum tax benefits for U.S. individuals and businesses.

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Outline

  1. Overview of Canadian tax regime for U.S.-based taxpayers
  2. Carrying on business considerations
  3. Canada-U.S. Treaty
  4. Tax issues for U.S.-based businesses
  5. Acquisitions, financing Canadian businesses
  6. Best practices and pitfalls of doing business in Canada

Benefits

The panel will review these and other key issues:

  • How do Canadian taxes apply to U.S.-based taxpayers?
  • What are the challenges for U.S.-based businesses with assets or offices in Canada?
  • What are the challenges and benefits of the Canada-U.S. Treaty?
  • What are the pitfalls to avoid and best practices for tax professionals?

Faculty

Milet, Matias
Matias Milet

Partner
Osler, Hoskin & Harcourt

Mr. Milet advises on Canadian tax issues associated with cross-border business ventures and transactions, investment...  |  Read More

Smith, Alex
Alex Smith

Partner
Grant Thornton

Mr. Thornton has spent over 20 years providing services to multinational clients investing into and out of Canada. His...  |  Read More

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. CPE credit is not available on recordings. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video