Cross-Border Philanthropy: Does it Pay to be Charitable?

Attorney Cynthia Brittain will be a featured speaker at the STEP Canada-USA 2024 Cross-Border Conference. Her session, entitled “Cross-Border Philanthropy – Does it Pay to be Charitable?” will discuss:

• differences in the tax rules in each country, and the applicable treaty provisions
• the use of private foundations, donor-advised funds, and alternative giving structures
• the treatment of gifts made through estates, and the applicability of tax credits
• the use of dual-qualified charities, and related planning options