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Expat Survival Day 2009

Submitted by Webmoose on Sun, 02/22/2009 - 20:39

Immigration & Tax Topics from Entry Permit to Estate Planning (and all your needs in between)

New to the Bay Area or a long time resident? Here’s your chance to get your questions on tax and immigration answered while meeting other Canadians!

David Zaritzky Brown, David Roberts and Zuzana Goldstein, our highly regarded experts in the areas of Immigration Law and Cross Border Taxation, will present you with an expat survival kit of information and advice answering questions such as:

  • Will the backlog in Immigrant Visas affect me?
  • Do I really need to report my RRSP investments to the State of California?
  • How do I plan my green card application around TN status and the H-1B cap?
  • If I plan on returning to Canada, how should I plan my estate in order to take advantage of tax laws on both sides of the border?
  • How do I protect my status and maintain stability in this economic downturn?
  • If I don’t want to immigrate, what options are available to me to live and work in the US?
  • And much, much more!

Two simultaneous tracks on tax and immigration allow you to pick and choose the sessions of greatest significance to you.

Event Schedule/Sessions

  • 8:30a - 9:00a: Registration ($55 at the door)

Tax Session Streams

  • 9:00a - 9:45a: Resident or Non-Resident?
  • 10:00a - 10:45a: Year of Move Issues
  • 11:00a - 11:45a: Issues for US Residents with Canadian Assets and Income
  • 12:00p - 12:45p: Estate Planning
  • 1:00p - 1:45p: Moving Back to Canada?

Immigration Session Streams

  • 9:00a - 9:45a: Immigration 101 and Maintaining Status
  • 10:00a - 10:45a: Ins and Outs of Non-immigrant Status
  • 11:00a - 11:45a: Green Cards through Employment (a two session presentation)
  • 12:00p - 12:45p: Green Cards through Employment - Continued (a two session presentation)
  • 1:00p - 1:45p: Advanced Immigration Issues and Open Discussion

Our speakers are passionate about their specific practice area and will be pleased to answer your questions. They will be available during the breaks between sessions and after the presentation to ensure that you walk away with great information. This is an excellent opportunity to get the information you need for a fraction of the price you would pay for a private consultation. In addition, all attendees will receive booklets jam-packed with the latest cross-border survival techniques.

See you there!