"Straddling the Border: Select Considerations when a Canadian Person or Asset Appears in a U.S. Plan"

UNION LEAGUE VACCINATION REQUIREMENT:
The Union League requires all attendees to be prepared to show proof of vaccination when entering the building.  Click here to read the requirement details.

Click here to read the PEPC COVID-19 Waiver

COFFEE MEET AND GREET: The Professional Women’s Network Committee has organized a meet and greet coffee station prior to our January luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join us!

VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead for $35 per person.   Attendees will be able to watch the livestream broadcast of the program on the program date.

This presentation will consider certain international estate planning issues, through a Canadian / U.S. lens. How should we deal with Canadians or Canadian assets in U.S. plans, and vice versa.  Please note, that our speaker will be joining us virtually from Canada for this program.

Speaker: Cheyenne J.H. Reese, Legacy Tax + Trust Lawyers

Cheyenne assists clients with tax, estate and trust planning. Cheyenne received her J.D. from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border U.S. – Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises U.S. citizens and green card holders regarding U.S. tax compliance and the U.S. expatriation tax rules.

Cheyenne was called to the British Columbia Bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a Principal in 2013. She presents often on cross-border tax and estate planning issues. Cheyenne was named 2022 Lawyer of the Year in Vancouver for her expertise in Tax Law by The Best Lawyers in Canada.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Click here to download a printable IN-PERSON registration form.

REFUNDS NOT PROVIDED FOR IN-PERSON REGISTRATIONS WHO CONVERT TO VIRTUAL REGISTRATION AFTER FEBRUARY 14, 2022

"What Does Block Chain Technology and Crypto Currencies Mean to You and Your Clients?"

OVERVIEW: 
This webinar will provide an overview of how blockchain technology and cryptocurrencies such as Bitcoin can impact you. The panelists will provide a primer on Bitcoin, Blockchain, and other cryptocurrencies and the different considerations individuals and businesses should have in mind regarding these new assets and technologies. The presentation will also address specific applications businesses are utilizing within the industry, including but not limited to, different types of crypto assets, interest bearing services, stablecoins, and technical business solutions.

SPEAKERS: 

• Andrew Bull, Esq., Founding Partner, Bull Blockchain Law LLP
• Rhonda Okamoto, Board Member, Diversity in Blockchain, Inc.
• Steve McKeon, CEO and Founder, MacGuyverTech

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.