News and Events

Article: U.S. estate tax 06.11.15

Michael Cirone and Veronika Chang of Morris Kepes Winters LLP were both interviewed by Law Times for an article about U.S. estate tax which appeared on October 26, 2015.

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Getting to the source of U.S. income 01.06.15

Law tricky on questions of taxing copyright, patents south of the border.

This article originally appeared in the May 8, 2015 issue of The Lawyers Weekly.

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The Bottom Line With Mindi Banach 27.05.15

Cross-border living a taxing issue.

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Will the CRA rain on the crowdfunding parade? 27.05.15

Dealing with crowdfunding is even more complicated for Canada’s provincial and territorial securities regulators, Mr. Kepes says. The CRA says crowdfunding is not taxable if it’s clear that the money is “a loan, capital contribution or other form of equity,” but this can trigger filing requirements so investors know what is happening to their money.

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CASE STUDY 13.05.15

MONTREAL-BASED DOCTOR IN TROUBLE WITH THE IRS

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EXTRA FATCA AGREEMENT: SOME CANADIANS IDENTIFIED AS U.S. PERSONS CONFUSED AND ANGRY TO LEARN OF TAX FILING OBLIGATIONS WITH IRS 12.05.15

Veronika Chang talks about how countries like Canada have entered into an intergovernmental agreement (IGA) with the U.S. to help the exchange of tax information required by FATCA.

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Getting to the source of U.S. income 11.05.15

Veronika Chang talks about getting to the source of U.S. income.

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Family Trusts 25.02.15

Robert Kepes’ article about using family trusts appeared in the Globe & Mail.

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Robert Kepes in the Globe and Mail 14.02.15

Trusts can help families protect their heirs as well as their assets. 

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Build Family Trusts Properly 23.01.15

Robert Kepes of Morris Kepes Winters was interviewed by Melissa Shin of Advisor.ca on the subject of how to build a family trust and why ‘evil trusts’ won’t work. He also did a Q&A about trusts in general.

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