What to Know Before an Individual Invests in or a Business Expands to the U.S.

When a Canadian tax planner advises an individual client on a personal investment in the U.S., it is common for a U.S. tax adviser to comment on the scope of U.S. income, gift, and estate taxes. Sometimes the investment is made through a trust and other times it is made directly. Stanley Ruchelman answers 19 questions raised in the context of fact patterns often used.

When a Canadian tax planner advises a Canadian business on expanding activities to the U.S., the discussion often focuses on of subject the 20th and final question: transfer pricing matters. In this area, medium and small companies are often at a disadvantage in meeting the arm’s length standard and managing U.S. penalty risk. Michael Peggs will describe the unique challenges for mid-sized companies in planning, implementing, documenting, and managing controlled cross-border transactions and in dealing with tax authority controversy.

12 Dec 2017, 7:00 PM

2.5 CPD hours


3.5 (4)

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Course Description

There will be two speakers covering the topic, "What to Know Before an Individual Invests in or a Business Expands to the U.S.":

1. Stanley Ruchelman, Hon. J.D. of Ruchelman P.L.L.C

2. Michael Peggs, Hon. B.A. of Ruchelman P.L.L.C

The cost of the webinar is $59 (+tax), which you can pay by any credit card. You will earn 2.5 hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Questions about Investing in the U.S.
  • Transfer Pricing for Mid-Sized U.S. Corporations
  • What You Want to Know When Investing in the U.S.
  • Michael Peggs' Recording
  • Stanley Ruchelman's Recording
  • December 12, 2017 GTAAN Event
  • Feedback / comments

About the Instructor(s)

Picture of Michael Peggs
Michael Peggs

Transfer Pricing Economist

Michael Peggs is a Canadian-born transfer pricing economist with more than 15 years of worldwide experience.  Michael is co-head of the Ruchelman P.L.L.C. transfer pricing team and a principal of Cadesky Tax in Toronto. Previously, Michael spent many years with Deloitte & Touche and Grant Thornton. He was a participant in the O.E.C.D. consultations on transfer pricing aspects of I.P. assets before the launch of the B.E.P.S. Project.

Picture of Stanley Ruchelman
Stanley Ruchelman

Attorney at Law

Stanley Ruchelman is the founder and Chairman of the Ruchelman P.L.L.C. Stanley represents companies in matters involving the I.R.S., counsels corporate clients on transfer pricing issues and worldwide reorganizations, and advises foreign private clients on structuring U.S. investments. Prior to founding the Firm, Stanley was an international tax partner at one of the major international accounting firms, a senior attorney in the Legislation & Regulations Division of the I.R.S. Office of Chief Counsel, and an attorney adviser to the Honorable Charles R. Simpson, judge of the U.S. Tax Court.

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