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January 14 – US Death Taxation in Light of TCJA & Secure Act – Elena Hanson

January 14th 2020 @ 05:30 PM - 07:00 PM

  • « Dec Meeting – Adam Cappelli – Vaccinating Your Estate from Entitleitis – Effective ways of transferring values not just valuables
  • Where there’s a Will, there should be a way – Elaine Blades »

“US Death Taxation in Light of TCJA (Tax Cuts Job Act) and Secure Act”

Elena Hanson is a Managing Director of Hanson Crossborder Tax Inc, a private international tax advisory company which she founded in 2012.

Elena assists US, Canadian and international private clients and the institutions that service them on cross-border taxation issues, investment structuring, and trust and estate planning. She works with Canadian and non-US resident clients on structuring US inbound investments to minimize federal and state income and estate tax exposure. She advises US clients on tax aspects of foreign investments, including anti-deferral rules, entity classification issues and reporting requirements for foreign entities and trusts.  Her work in that area also encompasses Canadian and US pre-immigration, departure taxation rules, and expatriation planning, cross-border compensation and employment tax issues and corporate structuring for foreign companies setting up US or Canadian operations.

Prior to founding her company, Elena spent 12 years working for several of the Big Four in Canada and overseas focusing mostly on Canada and US cross-border tax advisory and compliance for private clients, corporate assignees/mobile executives, cross-border estates and trusts and US inbound and outbound entities. She started her professional career in tax with the IRS, Small Business and Self-Employment Division.

Elena speaks extensively before professional groups including accountants, investment advisors and insurance brokers. She frequently publishes articles on various aspects of cross-border taxation planning.  Elena also serves as a National Board Member of American Chamber of Commerce Canada.  She is licensed as a Certified Public Accountant, Master in Taxation from Golden Gate University, California, USA and Bachelor of Science in Business Administration – Accounting from Marian University, Wisconsin, USA.

Our meetings normally take place on the 2nd Tuesday evening of every month between September and May at Liuna Station, 360 James Street North, 2nd Floor, Hamilton, Ontario at the corner of James Street North and Murray.

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Details

Date:
January 14th 2020
Time:
05:30 PM - 07:00 PM
Event Tags:
Elena Hanson, EPC, Estate Planners Council, Hamilton, Monthly Meeting

Organizer

Siobhan Lynch
Email
siobhan@siobhanlynchglass.com
View Organizer Website

Venue

Liuna Station
360 James Street North
Hamilton, Ontario Canada
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  • « Dec Meeting – Adam Cappelli – Vaccinating Your Estate from Entitleitis – Effective ways of transferring values not just valuables
  • Where there’s a Will, there should be a way – Elaine Blades »

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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