STEP USA/Canada Webcast

U.S. Tax Cuts and Job Act – What it Means for You and Your Clients

Katharine Davidson, Chair of STEP USA, is pleased to invite you to a joint webcast of STEP USA and STEP Canada on the U.S. tax reform provisions relevant to the STEP community.

The tax reform legislation provides for the most major revisions to our federal tax laws in over 30 years. This overview of the recently enacted Tax Cuts and Jobs Act will be presented with a special eye towards its impact on high-net-worth individuals, their investments, their closely-held businesses and their planning for wealth transfer to family members and others. Hear about the international taxation provisions of the new law, creative structuring opportunities presented by the new law, and, potential pitfalls to navigating the vastly altered tax landscape.

Topics will include:
• A policy perspective – what Congress hoped to achieve
•An overview of important changes impacting individuals, pass-through entities, transfer tax planning
•How these changes will impact cross-border income, estate and gift tax planning
•Strategies to implement and pitfalls to avoid
Our panel of experienced practitioners will provide incisive and practical commentary. Attendees will have an opportunity to submit questions to the panelists.



Alan Granwell, JD, LLM (Tax), LLM, TEP, Washington, DC: Sharp Partners PA; Chair: STEP Mid Atlantic (bio)
Michael Cadesky, FCPA, FCA, FTIHK, CTA, TEP, Toronto, ON: Cadesky Tax; Past Chair: STEP Canada and STEP Worldwide (bio)


Jack Brister,TEP, New York, NY: International Wealth Tax Advisors LLC (bio)
Joan Jung, LLB, TEP, Toronto, ON: Minden Gross LLP (bio)
Kevyn Nightingale, CPA, CA, CPA (IL), TEP, Toronto, ON: MNP LLP (bio)
William Kambas, MBA, JD (Tax), New York, NY: Withers Bergman LLP (bio)


STEP Full Member / Student (Affiliate/Associate/Technician) $75.00 CAD
Non-Member $125 CAD 5.00 CAD

Click here to register