A presentation on Canada-U.S. cross-border tax planning considerations
In our latest Client Insights webinar, Chad Lee from MNP and Sam Kyriazis from Raymond James explored the Canadian and U.S. tax treatment of commonly held tax-advantaged savings and retirement accounts. They discussed cross-border planning opportunities, reporting requirements, treaty considerations, and common compliance risks, while highlighting key planning strategies for individuals and families who live, work, or invest on both sides of the border.
Recorded September 24th, 2026.
