Let’s talk Canadian/US tax & estate planning tips & traps, eh!. 20 September 2021

Host group
Host Left
Hosted by
STEP Los Angeles
Event Type
Web Event


  • Jack Bernstein, Partner, Aird & Berlis, Toronto
  • Rachel Blumenfeld, Partner, Aird & Berlis, Toronto

Program Description:
The Canadian-U.S. Border is opening up after a lengthy COVID lockdown. For many practitioners, so is their Canadian U.S. cross border work. It seems like an opportune time for an update from a Canadian perspective on planning and compliance matters. The webinar will be held on election day in Canada. This webinar promises to be an informative program on topical issues, as well as tips and traps for any tax planner or other advisor for ultra-high-net-worth clients with Canadian family members or vice versa, Canadian investments, other Canadian property or Canadian contacts. The webinar will be presented by two seasoned Canadian professionals, Rachel Blumenfeld, TEP, a Director and Deputy Chair of STEP Canada and a recognized estate, tax and succession planner, and her partner Jack Bernstein, TEP, a regular speaker at STEP/LA events and a recognized “leading Canadian tax adviser.”

Video Link & Program Materials: An email will be sent after 9:00 am on September 20

Please join us!

Cost group
Event Cost
12:00 pm - 1:30 pm PST (3:00 pm EST)
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1.5 hours (for attorneys & CPAs)
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