The program is geared towards advisors and will provide an update on the latest developments and hot topics in estate, trust and income tax for global families in Mexico, Canada and the United States.

The United States update will include a discussion of anticipated tax law change given the new administration.

Attendees should leave with a good understanding of the key tax and financial topics they should be prepared to discuss with their clients following recent and potential legal and political changes in Mexico, Canada and the United States.

CFP CE, Texas Bar CLE & CPA CPE continuing education credits will be provided.

Immediately following the program, we will have a networking session at Eunice, a restaurant located on the first floor of the building.

TOPICS:

SESSION 1
Canadian income and estate tax update including a discussion of recent changes to the capital gains tax rate and other topics relevant to global families.
Speaker: Cooper Xu – PricewaterhouseCoopers LLP, Calgary (Alberta) Canada

SESSION 2
Mexican income and estate tax update including a discussion of individuals’ U.S. investment portfolios as held through common wealth planning structures for Mexico citizens and what global families should be know about Mexico’s recent judicial reforms.
Speaker: Raul Navarro – Chevez Ruiz Zamarripa, Houston, TX

SESSION 3
U.S. income and estate tax update including a discussion of what to expect from the new administration.
Speaker: William H. Byrnes, Executive Professor of Law, Texas A&M University

SESSION 4
Each of the presenters will join a moderated panel for a cross-border discussion that will highlight top considerations for advisors when helping their clients navigate the cross-border impacts of tax law changes in each country.
Moderator: Jennifer Klein Strauss, Partner, Ytterberg Deery Knull LLP

Please use the registration link to confirm your participation. If you have questions, email us at [email protected]