Canadian Tax Planning for U.S.-Based Taxpayers: Key Challenges for Businesses

Canada-U.S. Tax Treaty, Tax Issues for Acquisitions or Financing Canadian Businesses, and Other Key Considerations

Recording of a 90-minute premium CLE/CPE webinar with Q&A

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Conducted on Tuesday, October 13, 2020

Recorded event now available

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Course Materials

This CLE/CPE course will provide tax counsel and advisers an in-depth analysis of Canadian tax considerations for U.S.-based taxpayers. The panel will discuss the Canadian tax system as applied to U.S. based taxpayers, doing business in Canada considerations, acquisitions and financing Canadian operations, the Canada-U.S. Treaty and other key items to consider for U.S. based taxpayers.


Companies, and private equity firms that own assets, carry on business or have investments in Canada are subject to Canadian taxation unless a treaty exemption applies. Tax counsel and advisers must have a complete understanding of applicable tax rules to identify tax risks and carefully implement strategies to minimize tax liability.

For U.S. based businesses with offices or assets in Canada, tax planning is key in order to avoid unintended tax liability. If it is determined that the U.S. business is not a resident of Canada for tax purposes, it will only be subject to tax in Canada to the extent that it carries on business in Canada or disposes of taxable Canadian property in which case it must file a tax return in Canada.

Listen as our panel discusses the Canadian tax system as applied to U.S. based taxpayers, and offer tax planning strategies to obtain optimum tax benefits for U.S. individuals and businesses.



  1. Overview of Canadian tax regime for U.S. based taxpayers
  2. Carrying on business considerations
  3. Canada-U.S. Treaty
  4. Tax issues for U.S. based businesses
  5. Acquisition, financing Canadian businesses
  6. Best practices and pitfalls on doing business in Canada


The panel will review these and other key issues:

  • How do Canadian taxes apply to U.S.-based taxpayers?
  • What are the challenges for U.S. based businesses with assets or offices in Canada?
  • What are the challenges and benefits of the Canada-U.S. Treaty?
  • What are the pitfalls to avoid and best practices for tax professionals?


Chana, Harry
Harry Chana, CPA, CA

Partner, International Tax Practice Leader and Transaction Tax Leader
BDO Canada

Mr. Chana brings over 15 years of experience on various international tax issues impacting public, multi-national and...  |  Read More

Trowbridge, Rita
Rita Trowbridge, CPA, CA

Partner, International Tax
BDO Canada

Ms. Trowbridge leads client engagements for both private and public companies. Her expertise spans across a variety of...  |  Read More

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