Highlights: An Overview of Current U.S. Tax Topics

The Fairmont Palliser Hotel
133 9th Avenue S.W., Calgary
3-5 p.m.

Staying on top of — and anticipating — developments in U.S. tax law is crucial for businesses and individuals with cross-border interests. Join us for an update on critical and changing U.S. tax topics with a focus on the unique needs of Canadian individuals and businesses.

Who should attend: Lawyers, in-house counsel, accountants, financial planners, investment managers, and anyone interested in U.S. tax matters

Topics:

U.S. Estate Planning Issues

• U.S. Estate Tax Update
• Residence Trusts

IRS Enforcement and Withstanding IRS Scrutiny

• Reporting Requirements and Current Initiatives to Detect Noncompliance
• Voluntary Disclosure: Update on 2009 Program and Ongoing  Opportunities

Pending 2011 Changes

• U.S. Tax Rates
• New Tax Legislation

Tax Planning for Business Transactions

• Corporate Inversion Rules
• Financing U.S. Acquisitions and Operations
• Use of Hybrid Entities in Cross-Border Structuring 

Updates/Developments in Selected Areas

• New Treaty PE Rules
• Expatriation Rules (Loss of U.S. Citizenship and Long-Term Green Cards)