Helping Canadians understand their tax, estate planning and ownership needs in the U.S.
If you spend a significant amount of time in the U.S., or have personal or investment property there, it’s important to understand the differences between Canada and the U.S.
The presentation will cover:
- The current economic environment
- U.S. tax and estate planning issues and solutions
- Real estate buying, selling, legal and
- ownership structures
Speaker:
Shlomi Steve Levy
Partner at Levy Salis LLP, Cross-Border Tax & Estate Planning Attorney
Monday, March 4, 2019
Time: 5:30 p.m.
Tideline Ocean Resort and Spa
Malcolm’s Ballroom, 2842 South Ocean Boulevard,
Palm Beach, FL 33480
RSVP Required
Light refreshments served. Complimentary parking provided.
Tuesday, March 5, 2019
Time: 4:30 p.m.
801 Laurel Oak Drive, 6th Floor
Naples, FL
34108
RSVP Required
Light refreshments served. Complimentary parking provided.
Wednesday, March 6, 2019
Time: 11:30 a.m.
Sarasota Yacht Club
1100 John Ringling Boulevard
Sarasota, FL 34236
RSVP Required
Lunch will be served. Complimentary parking provided.
Friday, March 8, 2019
Time: 11:30 a.m.
The Westin Kierland Resort & Spa
Trailblazers Ballroom 6902 E., Greenway Parkway
Scottsdale, AZ 85254
RSVP Required
Lunch will be served. Complimentary parking provided.
The comments offered in this article are meant to be general in nature and are not intended to provide legal advice regarding any individual situation. Before taking any action involving your individual situation, you should seek legal advice to ensure it is appropriate for your circumstances.
About the author
Shlomi Steve Levy is a Partner of Levy Salis LLP and is a member of the Quebec Bar, the Law Society of Ontario (L3), the Society of Trust and Estate Practitioners, and the Canadian Bar Association.
