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In Episode 6, host Brent Nelson is joined by Rachel Sass and special guest Dave Smitten (https://norterralaw.com/home/firm-profile/) to discuss the challenges of keeping Canadians in America safe from the American tax system. We do a deep dive into the intricate, and sometimes strange, way Canadian and American rules create traps for the unwary. Any advisor dealing with Canadian clients (on either side of the border) who have property or other interests in the States will get an education in some of those important areas.
Very good discussion, I will definitely follow up with David.