Insights to Ignite a Podcast by Andersen

Webinar - Tax 101 - Tax and Valuation Concepts: Canadian Entrepreneurs Moving to the U.S

Listen to the replay of this webinar session with Steven Flynn [https://ca.andersen.com/bios/steven-flynn-cpa-ca-cpa-washington/], Partner at Andersen and Petra Loer [https://andersen.com/people/petra-n-loer], Partner at Andersen for an update on tax issues facing Canadian technology entrepreneurs who move to the U.S. Topics: * Understanding the Canadian Departure Tax for Technology Entrepreneurs * Valuation Principles of Start Up Companies * Strategies to Reduce or Defer Canadian Departure Tax * Understanding 409A Rules, Valuation Reports and Adjustments Attendees included: Cross-border technology companies and entrepreneurs. When: Tuesday, March 24th, 2026, 9:00 [https://www.youtube.com/watch?v=VqOY1XBcnD0&t=540s]-10:00 AM PT Delivery Method: Group Internet Based (Webinar) CPE Credit: 1 Prerequisites: None Program level: Basic | Field of Study: Taxes Advance Preparation: None Cost: Free This recorded event is for informational purposes only and does not constitute legal, tax, or financial advice. The opinions expressed during the event are those of the presenters and do not necessarily reflect the views of Andersen LLP. Attendees and viewers are encouraged to seek professional advice tailored to their specific circumstances before making any decisions based on the content of this recorded event. Participation in the event does not create a client relationship with Andersen LLP or any of its affiliates.

Webinar - Tax 101: Canada and U.S. Individual Income Tax Update

Watch the replay of Paula Owen [https://ca.andersen.com/bios/paula-owen-cpa/] and Philip Mei [https://ca.andersen.com/bios/philip-mei-cpa-cga-cpa-new-hampshire/] for an update on personal income tax considerations for the U.S. and Canada. This is a key session for anyone with tax interests in either of those jurisdictions. Topics: * Canada Personal Tax Updates * U.S. Personal Tax Updates * Cross-Border Hot Topics & Planning Tips * Key Takeaways & Planning Checklist Attendees included: Attendees will include cross-border individuals, dual citizens, snowbirds and executives. Disclaimer: This recorded event is for informational purposes only and does not constitute legal, tax, or financial advice. The opinions expressed during the event are those of the presenters and do not necessarily reflect the views of Andersen LLP. Attendees and viewers are encouraged to seek professional advice tailored to their specific circumstances before making any decisions based on the content of this recorded event. Participation in the event does not create a client relationship with Andersen LLP or any of its affiliates.