On October 7, 2024, Cynthia Brittain will be a featured speaker at the STEP Canada-USA 2024 Cross-Border Conference taking place in Chicago, IL. Her session, entitled “Cross-Border Philanthropy – Does it Pay to be Charitable?” will discuss:
- Differences in the tax rules in each country, and the applicable treaty provisions
- The use of private foundations, donor-advised funds, and alternative giving structures
- The treatment of gifts made through estates, and the applicability of tax credits
- The use of dual-qualified charities, and related planning options
The presentation will also feature Greg Custer of Whittier Trust and Richard Niedermayer of Stewart McKelvey.
Click below to learn more or register.
