Fall 2013 Seminar Series by Altro Levy



This upcoming Fall season, Altro Levy will be hosting eight seminars across Canada and one webinar. Seminars will be held in the following cities:

  • Oakville, ON – October 16, 2013
  • Toronto, ON – October 17, 2013
  • Calgary, AB – October 22, 2013
  • Montreal, QC (French) – October 23, 2013
  • Laval, QC (French) – October 24, 2013
  • Vancouver, BC – October 29, 2013
  • Ottawa, ON – October 29, 2013
  • Montreal, QC (English) – October 30, 2013
  • Webinar (English) – November 5, 2013

To register for a seminar please follow this link to register online.

More details about the events are available on our website on the “Seminars” page which can be viewed by clicking here.

Altro and Associates Invited as Guest Speakers to KCA Workshops


David A. Altro will be a guest speaker at Keats Connelly upcoming Cross Border Living Workshops. David will focus on how Canadians snowbirds with U.S. property should hold title to avoid probate and incapacity issues as well as minimize U.S. estate tax.
Bob Keats will be the featured speaker for the half day session which will focus on all the planning aspects for a Canadian who is considering establishing permanent residency in the U.S.
Key Topics Include:

  • Cross-border currency exchange
  • U.S. immigration after 9/11/01
  • Cross border estate planning.
  • Get the best of the Canadian and U.S. tax systems
  • Take advantage of currency exchange rates
  • Receive Canadian RRSPs tax-free or nearly tax-free in the U.S.
  • Find investments exempt from U.S. income taxes and withholding
  • Maximize Medicare benefits
  • Etc


General question and answer sessions are also held to address specific concerns.

Workshops:

Advance registration is required as space is limited. All attendees will receive a copy of all presentation materials, as well as the newest edition of The Border Guide, the definitive guide on cross-border planning. Registration Fee: $125/individual and $175/married couple. Mention ‘Altro’ to receive a discount.


Wednesday, January 26, 2011
Seating for this Seminar is now limited – Please Call 602-955-5007 to Register!

The Ritz-Carlton

2401 E. Camelback Rd. Phoenix, Arizona 85016

Tuesday, February 1, 2011

Rancho Las Palmas Resort & Spa

41-000 Bob Hope Drive Rancho Mirage (Palm Springs), California 92270


Tuesday, February 8, 2011

The Ritz-Carlton

280 Vanderbilt Beach Road Naples, Florida 34108


Thursday, February 10, 2011

Boca Raton Resort & Club

501 E. Camino Real Boca Raton, Florida 33432

Workshop Details:

Advance registration is required as space is limited. All attendees will receive a copy of all presentation materials, as well as the newest edition of The Border Guide by Bob Keats, the definitive guide on cross-border planning & Owning U.S. Property the Canadian Way by David A. Altro.


TIME: 7:30 a.m. – registration and continental breakfast 8 a.m. to 12 p.m. – workshop 12:15 p.m. – lunch
WHO: Anyone with finances in both Canada and the United States who wants to learn the most effective means to manage their money on both sides of the border.
COST: $125 per person or $175 per married couple (U.S. dollars) RSVP: Please register under the workshop of your choice (above) or call (800) 678-5007

Toronto Seminar for Canadians Interested in Arizona Property

Bonnie Altro will be speaking at an Arizona Real Estate seminar in Toronto on Wednesday October 13th from 7:00 Pm to 8:30 PM at the Royal Woodbine Golf Club.

Bonnie will inform the attendees about the legal and tax issues they might face when planning to buy real estate in Arizona.

To sign up and attend the seminar follow the link.

See all seminars.

Upcoming Montreal Seminars

David A. Altro will be a guest speaker at the following seminars that will cover legal, tax and cross border issues.

September 28th 2010 from 8:30am-11:00am:

Marriott, Chateau Champlain
1 Du Canada Place
Salon Viger
Montreal, Quebec
H3B 4C9

September 28th 2010 from 7:00pm-9:30pm:

Chateau Royal
3500 Chemin du Souvenir
Hall New York
Chomedey, Laval, Quebec
H7V 1X2

September 29th 2010 from 7:00pm-9:30pm:

Hôtel ALT Quartier DIX30
6500 boulevard de Rome
Altitude Room
Brossard, Quebec
J4Y 0B6

See all seminars.

Florida Homes Magazine – Toronto

· Brampton, Ontario – May 4, 2010
· Toronto, Ontario – May 5, 2010

Invited by Florida Homes Magazine, David A. Altro will be the guest speaker at their “Investing in Florida Real Estate and Beyond” seminar.

The Brampton seminar will held on May 4, 2010 from 6:30pm-9pm at the:

Lion Head Golf & Country Club
8525 Mississauga Road
Brampton, Ontario
L6Y 0C1

The Toronto Seminar will be held on May 5, 2010 from 6:30pm-9pm at the:

Crowne Plaza Toronto Airport
33 Carlson Court
Toronto, Ontario
M9W 6H5

See all seminars.

NABOR Global Network Seminar

Naples, Florida- March 23, 2010

Altro & Associates will speak in front of the NABOR group of realtors in Naples, FL. Shlomi Steve Levy will be addressing the area’s leading realtors on cross border issues facing Canadians purchasing in the U.S.. See all seminars.