Track: Canadian Content

Cross-Border Tax-Efficient Financing Structures

Wednesday, October 22, 2008
9:00 a.m. - 10:00 a.m.
Room: 404 AB

This session will address tax-efficient financing techniques in a Canada-U.S. cross-border treasury function context, including cash management, foreign exchange structuring and international tax planning. This will include the use of hybrid entities and instruments as part of cross-border financing structures. Recent legislative changes both in Canada and the U.S. that impact these structures will also be discussed.

Speakers:

• Rich Mull
  Principal, Washington National Tax
  KPMG LLP

• Tony Martin, CA
  International Corporate Tax Partner
  KPMG, LLP

Objectives

• Analyze various methods of Canada-US cross-border financing in depth
• Compare the after-tax cost financing with different financing alternatives

Pre-Requisites

• Basic understanding of corporate income tax concepts and corporate debt instruments

Take-Aways

• Reference list

CPA Field of Study: FIN