Investing in U.S Real Estate - Potential Tax Issues Canada and U.S - filmed in 2016

Course Price: $175.00

Number of PD hours: 3.0

Online - Recorded - Available



This course will enable participants to develop an understanding of the Canadian and U.S tax issues that can arise on the acquisition, ownership and disposition of U.S real estate by individuals residing in Canada.


Topics to be covered include:

  •  Structure options
  •  US net rental election
  • Passive activity rules
  •  Carrying charges
  • Filing requirements
  • FIRPTA withholding and other disposition issues
  •  Ways to reduce withholding
  •  Like kind exchange
  •  Basics of estate tax for non-residents
  •  Canadian corporation
  •  Life insurance
  •  Disposition prior to death
  • Gift prior to death
  •  Non-recourse debt
  •  Qualified Domestic Trust
  •  Reverse hybrid strategy
  • Canadian trust
  • State tax considerations


Mark Feigenbaum Esq., CPA, FCPA, FCA

Mark is a U.S. Attorney at Law, Barrister and Solicitor, a U.S. Certified Public Accountant and a Canadian Chartered Professional Accountant. His practice specializes in cross border legal and tax issues facing individuals primarily in the sports, music, and entertainment industry and businesses in all industries expanding into the U.S., incorporating companies and other entities in the U.S., and consulting and compliance for individuals moving to the United States and U. S. citizens who live in Canada.

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