Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Financial Planning for Snowbirds (0450)


Cross-border planning and US tax compliance requirements for Canadians spending time in the US.

Topics Include: Residency for US income tax purposes (US tax filing requirements for snowbirds, taxation of rental income from US property), purchase of US real estate, financial and money management (taxation of US investments, retirement planning issues), US estate planning issues for snowbirds, risk management issues (health, life, long-term care and property insurance), options available for permanent US residency.