Seminars

David A. Altro, Shlomi Steve Levy, Matt C. Altro and Bonnie L. Altro are frequently invited to present to clients throughout North America on the topic of cross border tax and estate planning.

Altro Levy’s strategic partners, such as international banks, advisory firms, financial planners and private bankers, organize these events to educate clients about U.S. and Canadian tax laws and estate planning, common problems Canadians face when buying U.S. property, and the strategies that Altro Levy use to overcome these issues.

The partners explain this complex topic in a way that is entertaining, easy to understand and offers real solutions for clients.

Upcoming Seminars

Owning U.S. Property – The Canadian Way

Topics covered:

  • New and existing tax and estate issues
    • Probate
    • Incapacity
    • Inheritance
    • Capital gains
  • Ownership structures for U.S. assets
    • Cross Border TrustSM
    • Cross Border Irrevocable TrustSM
  • The process of buying U.S. real estate
  • Purchasing opportunities for second homes or investment properties
  • Moving to the U.S.
  • Doing business in the U.S.

Laval, QC: May 28, 2013
Vancouver, BC: May 28, 2013
Oakville, ON: May 29, 2013

Please note that these seminars are not all open to the public.

To request an individual consultation, please click here.

To schedule a speaking engagement for your staff or clients, please contact us.

Recent Seminars

Montreal, QC: April 18, 2013
Webinar: April 16, 2013
Waterloo, ON: April 10, 2013
Burlington, ON: March 20, 2013
Richmond Hill, ON: March 5, 2013
Fort Myers, FL: March 5, 2013
Florence, AZ: February 25, 2013
Toronto, ON: February 21, 2013
Oakville, ON: February 21, 2013
The Villages, FL: February 13, 2013
Montreal, QC: February 13, 2013
Palm Beach Gardens, FL: February 12, 2013
Boca Raton, FL: February 7, 2013
Fort Myers, FL: February 7, 2013
Naples, FL: February 5, 2013
Oakville, ON: February 2, 2013
Ottawa, ON: January 30, 2013
Phoenix, AZ: January 29, 2013
Florida: January 16-17, 2013
Vancouver, BC: December 11, 2012
Halifax, NS: December 3, 2012
South East Ontario: October 29 – November 1, 2012
British-Columbia: October 15-23, 2012
Prince Edward Island: October 1, 2012
Mississauga, ON: September 27-29, 2012
Manitoba: September 11-12, 2012
Nova Scotia and New Brunswick: May 28 -31, 2012
Quebec: May 15 – 18, 2012
South West Ontario: May 14 – 17, 2012

Webinars

Altro Levy has added video conferencing capabilities to better service our clients. If you are not located in the same city as one of our seven offices, our professionals are available to conduct webinars for highly valued clients or for a team of professionals.

Featured Webinar: This is a clip of David A. Altro’s “Cross Border Issues for Canadians with U.S. Assets” recent webinar.

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