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US: Estate and Gift tax rules for resident and non-resident aliens

Click to access us-tax-us-estate-and-gift-tax-rules-for-resident-and-nonresident-aliens.pdf tinyurl.com/bd43e7em U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts – An Introductory Outline U.S. Estate Planning and Law for International Families www.loeb.com/en/insights/publications/2022/08/are-you-a-us-person-for-us-gift-and-estate-tax-purposes tinyurl.com/22pvt63c See also: The Art of the Gift: IRS Finds Gift of Artwork to Museums with Option to Revoke Is Still...
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Canada: Voluntary Disclosures Program and Report of the Offshore Compliance Advisory Committee

news.gc.ca/web/article-en.do?crtr.sj1D=&crtr.mnthndVl=12&mthd=advSrch&crtr.dpt1D=450&nid=1167309&crtr.lc1D=&crtr.tp1D=1&crtr.yrStrtVl=2016&crtr.kw=&crtr.dyStrtVl=1&crtr.aud1D=&crtr.mnthStrtVl=1&crtr.page=1&crtr.yrndVl=2016&crtr.dyndVl=31 www.cra-arc.gc.ca/gncy/ocac-ccoe/menu-eng.html www.torys.com/insights/publications/2017/07/the-law-of-unintended-tax-consequences Update: What a U.S. Deferred Prosecution Against a Swiss Bank Might Mean for Some Canadian Taxpayers: Is it Too Late for Voluntary Disclosure? 0
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Canada: Estate Freeze

Click to access BULL_HOUSSER-WEALTH_PRESERVATION_NEWSLETTER_-_SHOULD_YOU_BE_CONSIDERING_AN_ESTATE_FREEZE.pdf Estate Freezes Belong in the Tax Planning Garden www.millerthomson.com/en/blog/family-law-blog/estate-freezes-and-family-law-in-ontario-what-you-need-to-know/ afridi-angell.com/succession-planning-for-a-family-business/ www.millerthomson.com/en/publications/communiques-and-updates/wealth-matters/october-26-2022-2/estate-freezes-tax-planning-business-succession/ See also: The Benefits of an Estate Freeze for Business Owners 0
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