Webinar | Webinar Series

Cross-Border Tax Planning: Essential Strategies for Canadian Enterprises and Families

4th Annual Quarterly Perspectives on Tax Law Series
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Overview

This webinar will cover essential strategies for Canadian enterprises and families in cross-border tax planning, including trusts, cross-border investments, and the steps involved in permanently emigrating from Canada for tax purposes.

Key Topics:

  • Trusts: Understand the implications for resident and non-resident trusts, ensuring compliance and optimizing tax benefits
  • Cross-Border Investments: Learn effective strategies for structuring investments across borders to minimize tax liabilities
  • Departure from Canada: Explore the essential steps for permanently emigrating from Canada for tax purposes, including key risks and planning opportunities

Agenda

  • 12:00 – 1:00 pm ET Webinar and Q&A
  • 9:00 - 10:00 am PT
  • 10:00 - 11:00 am MT

Cost

This webinar is complimentary

Materials and Webinar Recording: If you are unable to attend the webinar but wish to receive the materials and webinar recording after, please click the "Materials and Webinar Recording" option at bottom of this page.

1Hours Available Via Webinar
This program is eligible for up to 1.0 Substantive Hours with the Law Society of Ontario.

This program contains 1.0 hours of accredited content for the purposes of the Law Society of British Columbia’s annual Continuing Professional Development (CPD) requirements. The session has been loaded with the LSBC and is titled "Cross-Border Tax Planning: Essential Strategies for Canadian Enterprises and Families - June 12, 2025”. It is available for claiming through your LSBC Member Portal.

A confirmation of participation will be sent to you for your continuing education hours with the Barreau du Québec.

For CPD/CLE in other jurisdictions, please contact your local Law Society.

Event contact

Andrea Tulloch Marketing Events Manager +1 416 868 3329

Speakers

  • Justine Benoit, M Fisc, Partner | Tax Law, Montréal, QC, +1 514 397 5134 , jubenoit@fasken.com
  • Lori Bokenfohr, Partner | Tax Law, Calgary, AB, +1 587 233 4061, lbokenfohr@fasken.com
  • Rahul Sharma, Partner | Personal Tax Planning & Wealth Management, Toronto, ON, +1 416 865 5434, rsharma@fasken.com
Justine Benoit, Partner | Tax Law Justine Benoit, M Fisc Partner | Tax Law Montréal, QC +1 514 397 5134
Lori Bokenfohr, Partner | Tax Law Lori Bokenfohr Partner | Tax Law Calgary, AB +1 587 233 4061
Rahul Sharma Toronto Lawyer Rahul Sharma Partner | Personal Tax Planning & Wealth Management Toronto, ON +1 416 865 5434

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