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UPCOMING WEBINARS

BizTax Cross-Border: Expanding Your Canadian Business into U.S.
Tuesday, March 31st, 2026 - 9:00 a.m. PT


Join Dale Franko and Namir Hallak for this upcoming webinar exploring the most effective strategies for expanding your business from Canada to the U.S.


Topics:

  • Taxation of a Cross-Border Business
  • Taxation of Canadian Individuals
  • Cross-Border Entity Structure Options
  • Repatriating U.S. profits back to Canada
  • U.S. State Taxation


Register HERE.

WEBINAR REPLAY

Tax 101 - Tax and Valuation Concepts: Canadian Entrepreneurs Moving to the U.S.
March 24th, 2026 - 9:00 a.m. PT


Watch the replay of Steven Flynn and Petra Loer on our recent webinar for updates 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


Watch HERE.

     

EVENTS

The Andersen team will be at this year's Web Summit in Vancouver May 11-14, 2026


We’re excited to be attending Web Summit Vancouver, May 11–14! 


If you’re a tech founder or entrepreneur navigating growth, scaling, or cross‑border considerations, connect with the Andersen team onsite. 


Book a FREE consultation at our booth to get practical, tailored insights for your business HERE.


Looking forward to meeting you in Vancouver.

U.S. TAX

Washington State Tax

In his latest blog, Andersen Managing Director, Steven Flynn highlights the impact of the Washington State Tax which was recently voted for by the Washington State Legislature, and its impact on approximately 30,000 households as well as professional sports.


If you have questions about current or prospective U.S. investments, Andersen can help.


Please contact Steven Flynn to learn more.

Read further HERE.

CROSS-BORDER TAX

U.S. Tax Implications of Using a Non-U.S. Trust

In his latest blog, Andersen Managing Director, Philip Mei explores how Canadian trusts are commonly used in Canadian estate and succession planning and the U.S. tax consequences when one or more trust parties live outside Canada.


If you have questions about current or prospective U.S. investments, Andersen can help.


Please contact Philip Mei to learn more.

Read further HERE.

CANADIAN TAX

How the Proposed Amendment to the Trust-to-Trust Transfer Rules Could Impact Your Clients

 

The 2025 Budget includes a proposed amendment to the trust‑to‑trust transfer rules that practitioners should be watching closely. Andersen Managing Director Dale Franko breaks down how the broadened “directly or indirectly in any manner whatever” language could capture routine planning transactions and unintentionally trigger the 21‑year deemed disposition rule.


For further information and assistance, contact Dale Franko.

Read further HERE.

     

ANDERSEN GLOBAL

Andersen Global strengthens its presence in Africa through a Collaboration Agreement with Bravura


Andersen Global strengthens its presence in Africa through a Collaboration Agreement with Bravura, a leading independent tax and financial advisory firm based in South Africa and Namibia. Learn more here:


Learn more HERE.

     

SOCIAL MEDIA UPDATES

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We're Hiring!
  • Manager, International PCS - Full Time - Calgary, AB - Apply HERE
  • Manager, U.S. Business Tax - Full Time - Calgary, AB - Apply HERE
  • Senior Manager, International PCS - Full Time - Calgary, AB - Apply HERE

    To contact our team or schedule appointments, please don't hesitate to reach out to us at: administration.west@ca.Andersen.com

       

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    T: (+1) 403.718.0200

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    Andersen LLP is the Canadian member firm of Andersen Global, an association of legally separate, independent member firms located throughout the world providing services under their own name or the brand "Andersen," "Andersen Tax," "Andersen Tax & Legal," or "Andersen Legal." Andersen Global does not provide any services and has no responsibility for any actions of the member firms, and the member firms have no responsibility for any actions of Andersen Global. No warranty or representation, express or implied, is made by Andersen, nor does Andersen accept any liability with respect to the information and data set forth herein. Distribution hereof does not constitute legal, tax, accounting, investment or other professional advice.