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The Estate Planning Council of Toronto

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  • A Case Study: Tax Considerations for Private Clients with US Connections

A Case Study: Tax Considerations for Private Clients with US Connections

  • 10 Feb 2026
  • 5:30 PM - 8:00 PM
  • Arcadian Court

Registration

Date & Time:
Tuesday,  February 10, 2026 at 5:30 pm  In-Person

Topic:
A Case Study: Tax Considerations for Private Clients with US Connections

Kaye and Lorenzo will host an interactive session involving various scenarios where a client has ties to the United States and what to consider from a cross-border tax perspective.

We will explore and discuss tax issues that often arise for clients with cross-border connections, highlighting recent tax developments to consider as we progress into 2026.

Discussion Leaders:
Kaye Bland
, Tax Partner, Private Wealth, PricewaterhouseCoopers LLP
Lorenzo Armena, Senior Tax Manager, Private Wealth, PricewaterhouseCoopers LLP


Program:
5:30 - 6:00 pm  Networking
6:00 - 7:00 pm  Plated Dinner
7:00 - 8:00 pm  Speaker Presentation

Location:  Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto

Registration:
To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

Registration deadline: noon on Tuesday, February 3, 2026

Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register. View the menu here.

Guests:
Guest fees are $135 plus HST.

If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

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