Tax Law 2025: Coping with a Borderless World
October 27, 2025 at 9:00AM PDT
Live Webinar - Online Only!
Tax Law 2025: Coping with a Borderless World
October 27, 2025
Overview
As international mobility increases in the real world, tax practitioners are dealing with increased volumes of files with cross-border elements. These cross-border considerations can create material complexities and traps for the unwary.
At this conference, our expert faculty will bring you up to speed on key issues associated with certain cross-border files. Through practical examples and in-depth analysis, you’ll learn to identify and navigate issues, and avoid costly missteps.
Join us to strengthen your expertise, sharpen your cross-border strategies, and connect with leading practitioners in the field. Don’t miss this opportunity to build the knowledge you need to confidently tackle today's complex global matters!
Please note this program is only offered online as a live webinar event.
Key Areas Addressed:
Immigration planning (becoming a Canadian tax resident)
Emigration planning (ceasing to be a Canadian tax resident)
Acquisitions of real estate by non-residents
A US tax update and estate planning with non-resident beneficiaries
Who Should Attend:
Lawyers who practise in the areas of taxation, business law or estate planning
Accountants practising in the areas of corporate taxation or advisory services for privately held businesses
Owners and managers of businesses
Financial planners and business consultants
Agenda
9:00 - Welcome and Introduction by PBLI
9:05 - Chair’s Welcome and Introduction
Ian Humphries
Thorsteinssons LLP
9:10 - Inbound Migration from a Canadian Tax Perspective
Areet Kaila
Legacy Tax & Trust Lawyers
Becoming a Canadian tax resident
Planning considerations prior to immigration
Tips and traps
10:00 - Questions and Discussion
10:10 - Morning Break
10:25 - Outbound Migration from a Canadian Tax Perspective
Alexei Paish
Thorsteinssons LLP
Ceasing to be a Canadian tax resident
Planning considerations prior to departure
Strategies for managing departure tax
Tips and traps
11:15 - Questions and Discussion
11:25 - Real Estate Tax Issues for International Buyers
Noah Sarna
Thorsteinssons LLP
Acquisition of Canadian real property by non-residents
Federal, provincial and municipal considerations
12:15 - Questions and Discussion
12:25 - Lunch Break
1:25 - US Tax Update
Max Reed
Polaris Tax Counsel
US Tax update, including the One Big Beautiful Bill Act
Consequences for Canadian resident U.S. citizens
Consequences for Canadian resident Canadian citizens with U.S. investments
2:15 - Questions and Discussion
2:25 - Afternoon Break
2:40 - Estate Planning with Non-Resident Beneficiaries
Parveen Karsan
Singleton Urquhart Reynolds Vogel LLP
Dispositions of interests in Canadian resident trusts and estates and Taxable Canadian Property
Distributions from Canadian resident trusts
Multiple wills and jurisdictional issues
3:30 - Questions and Discussion
3:40 - Potpourri of Non-Resident Tips and Traps
Devon Huber
Crowe MacKay LLP
Foreign reporting
Clearance certificate regime
Regulation 105 withholding
Mobile employees
4:30 - Questions and Discussion
4:40 - Chair’s Closing Remarks
4:45 - Program Concludes
Meet the Chair
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Partner, Thorsteinssons LLP, Vancouver, BC
Ian’s practice focuses primarily on advising private Canadian corporations and their shareholders on income tax matters, including mergers and acquisitions, corporate reorganizations, succession planning, estate planning and tax planning with trusts. Additionally, Ian represents taxpayers in certain tax controversy matters, primarily at the audit and administrative appeals level. Ian is a former co-author of the taxation chapter of the CLE Annual Review of Law and Practice and has authored a number of papers on various income tax matters.
Meet the Faculty
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Principal, Legacy Tax + Trust Lawyers, Vancouver, BC
Areet is a Principal with Legacy Tax + Trust Lawyers where she assists clients with personal and corporate tax matters including corporate reorganizations, estate freezes and restructuring for business succession purposes. Areet also provides clients with advice regarding tax-driven trust and estate planning matters including assistance setting up trusts (family trusts, alter ego and joint spousal trusts) and advising on trust transactions including restructuring and winding up. Areet also advises charities and non-profit organizations on registration, tax compliance and structuring matters.
Areet received her Bachelor of Laws degree (with distinction) from the University of Alberta in 2010. She was called to the Bar in the Province of British Columbia in 2011. Prior to joining Legacy, Areet was a partner at a large regional law firm where she practiced for many years.
Areet is recognized in the 2024 and 2025 edition of the Best Lawyers in Canada directory for her work in trusts and estates.
Areet has completed the CPA Canada In Depth Tax Course, and was previously the chair of the Canadian Bar Association of British Columbia, Tax Subsection.
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Partner, Singleton Urquhart Reynolds Vogel LLP, Vancouver, BC
Parveen Karsan, TEP is a Partner, Chair of the Tax Practice Group, and Co-Chair of the Wills and Estates Practice Group at Singleton Urquhart Reynolds Vogel LLP. Parveen advises clients on personal and corporate taxation, estate planning, and trust-related matters. She also maintains a diverse business law practice.
Parveen represents and assists clients with the resolution of tax disputes with the Canada Revenue Agency at the audit, appeal, and Tax Court levels.
As part of her estate planning practice, Parveen provides tailored estate plans to ensure that her clients’ legacies are properly preserved. Parveen has facility with preparing simple to highly complex Wills, as well as Powers of Attorney, Representation Agreements, Alter Ego Trusts, Joint Spousal Trusts, and other estate-related documents.
Parveen has been selected by her peers for inclusion in Best Lawyers in Canada in the fields of Tax Law and Trusts and Estates.
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Partner, Thorsteinssons LLP, Toronto, ON
Noah’s practice focuses on all aspects of commodity tax, including Goods and Services Tax/Harmonized Sales Tax, land transfer taxes, foreign buyer taxes and vacancy or underuse taxes.
Noah assists his clients with tax planning, audit management and tax litigation. He is a frequent lecturer and author for various tax and legal conferences and publications.
Prior to joining Thorsteinssons, Noah practiced corporate/commercial and real estate law at a large regional firm.
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Principal, Crowe MacKay LLP, Vancouver, BC
Devon works primarily with privately-held businesses in a variety of industries providing Canadian corporate tax planning services. He also provides cross-border and international tax advisory services for Canadian resident and non-resident entities. He has experience with Canadian corporate, estate, and personal tax matters, as well as various international tax treaties.
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Associate, Thorsteinssons LLP, Vancouver, BC
Alexei maintains a broad tax practice with a view to achieving tax efficiency across his clients’ personal and business affairs. Alexei’s advisory work relates primary to succession / estate planning and reorganizations of closely-held corporations. Alexei also regularly advises on immigration / emigration tax planning, taxation of settlements, executive compensation and tax-exempt organizations.
Alexei currently serves as the vice-president of the Canadian Tax Foundation’s Vancouver Young Practitioners Steering Committee and is an instructor and author for Chartered Professional Accountants (British Columbia) and the Continuing Legal Education Society of British Columbia (CLEBC). Alexei also serves as a director of the Pacific Symphonic Wind Ensemble, a registered charitable organization.
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Principal, Polaris Tax Counsel, Vancouver, BC
Max Reed is a Cross-Border Tax Lawyer and the founding partner of Polaris Tax Counsel. He solves tax problems that span both sides of the Canada-US border. Max is the co-author (with Dick Pound of Stikeman Elliot) of A Tax Guide for American Citizens in Canada, as well as over 20 technical and plain language articles on a wide range of cross-border tax topics. Max has developed a number of novel solutions to common cross-border tax problems.
Registration Form
Program:
Tax Law 2025: Coping with a Borderless World
Date:
October 27, 2025
Location:
Live webinar - online only!
Registration:
The registration fee is $890.00 plus GST of $44.50 totalling $934.50 for webinar attendance. Registration fee covers your online attendance at the program and electronic materials.
Early Bird Discount:
Register by September 29, 2025 and receive a $100 discount on the registration fee ($790.00 plus GST). Discounts cannot be combined.
Group Discount:
Register four persons from the same organization at the same time and you are entitled to a complimentary fifth registration. Discounts cannot be combined.
If you would like to register a group, please fill out this form and email it to registrations@pbli.com:
Payment:
You may pay by VISA, Mastercard or cheque. Cheques should be made payable to the Pacific Business & Law Institute and mailed to Unit 2-2246 Spruce Street, Vancouver, BC V6H 2P3. Please do not send cheques via courier with signature required.
When and Where:
The program starts at 9:00 a.m. (PDT). Webinar instructions and access will be emailed prior to the program.
Materials:
The faculty will prepare papers and/or other materials explaining many of the points raised during this program. Materials will be distributed electronically. Please contact us at registrations@pbli.com if you are unable to attend the program and wish to purchase a set of materials.
Cancellations/Transfers:
Refunds will be given for cancellations (less a $60.00 administration fee) if notice is received in writing five full business days prior to the program (October 20, 2025). After that time we are unable to refund registration fees. Substitutions will be permitted. We reserve the right to cancel, change or revise the date, faculty, content, availability of webinar or venue and transfer in-person registration to webinar registration for this event.
To register by phone:
Telephone us: 604-730-2500
Your Privacy:
We will keep all information that you provide to us in strict confidence, other than to prepare a delegate list containing your name, title, firm and city for our faculty and the program delegates. We do not share our mailing lists with any non-affiliated organization.
Course Accreditation:
Attendance at this course can be listed for up to 6 hours of continuing professional development credits with the Law Society of BC. For practitioners in other jurisdictions, please check your governing body’s CPD requirements.
If you would like to register a group, please fill out this form (DOWNLOAD FORM) and email it to registrations@pbli.com (*This form is for registrations of 5 or more and cannot be combined with any other promotions/discount codes.)
For individual registration, please continue with form below.