Seminars

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

Altro & Associates’ 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 Altro & Associates 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.

Palm Beach Gardens, FL: Wednesday, January 18, 2012
Fort Lauderdale, FL: Thursday, January 19, 2012
Heritage Bay, FL: Tuesday, February 7, 2012
Naples, FL: Tuesday, February 7, 2012
The Villages, FL: Wednesday, February 8, 2012
Boca Raton, FL: Thursday, February 9, 2012
Vero Beach, FL: Thursday, February 9, 2012
Clearwater, FL: Wednesday, February 29, 2012
Bradenton, FL: Tuesday, March 20, 2012

Phoenix, AZ: Friday, February 17, 2012

Please note that these seminars are not 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.

Webinars

Altro & Associates has added video conferencing capabilites 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 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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