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Cross-Border Estate, Tax and Investment Wealth Management Panel Discussion

Digital Moose Lounge

Tuesday, February 26, 2019 from 6:30 PM to 8:00 PM (PST)

Cross-Border Estate, Tax and Investment Wealth...

Ticket Information

Ticket Type Sales End Price Fee Quantity
General Admission Feb 26, 2019 $17.50 $2.69

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Event Details

You’re Invited to the 2019 Cross-Border Estate, Tax, and Investment Wealth Management Panel Discussion 

 

EXCLUSIVE for Digital Moose Lounge Members and their Guests!  Our panel will be on hand to answer your Estate, Tax, Investment and Wealth Management questions. Limited seats available, so get your tickets early. 


 

The Panel:

Your Host: Wayne Baxter, One Capital Management, LLC

Wayne works with families, residing in the U.S. and Canadian residents with U.S. investment assets.   He advises wealthy families on growing, protecting and ultimately distributing their wealth in an effective and efficient manner according to their personal goals.

While practicing in Canada with Investment Planning Counsel, The Baxter Team grew from one location in 1994 to four Southern Ontario locations in Etobicoke, North York, Georgetown, and Newmarket.

 

James Stephens, Certified Specialist in Estate Planning, Probate and Trust Law

James is designated by the California State Bar Board of Legal Specialization as a Certified Specialist in Estate Planning, Probate and Trust Law. He is a member of the Trusts & Estates section of the California State Bar (1998-2019).

His law practice focuses on estate planning (Will and Trust drafting), probate and trust administration (including court appearances and tax compliance), contested estate matters (litigation), and cross-border estate planning.

 

Marc Gedeon, Esq., CPA (CA), CPA, CA (ON)

Marc is a licensed as an Attorney and CPA in California and licensed as a CPA, CA in Ontario. His firm, Gedeon Law & CPA is a unique team that represents select clients in the USA, Canada, and Australia in cross-border tax matters.

Started in 2006, Gedeon Law & CPA is California’s only specialized U.S.-Canada cross border tax firm and is the only cross border tax firm officially licensed to practice in both California and Ontario, Canada.

 

Randol Curtis, CFA, One Capital Management, LLC

Randol is the Deputy Chief Investment Officer for One Capital Management, LLC. One Capital Management’s investment philosophy is that in order to achieve our clients' objectives, capital must be deployed around the globe to reach assets with high real return. Randol is a member of the firm’s Investment Advisory Committee, specializing in Fixed Income Investing.

Prior to joining One Capital Management LLC, Randol was a founding partner of C-QUADRAT Asset Management (UK) LLP, and past Executive Director at Morgan Stanley in London, UK, where he served as Lead Portfolio Manager of the Global Convertible Funds for both the Morgan Stanley Institutional Management (MSIM) and the Private Wealth Management Divisions in Europe. Previously, he was a member of the Morgan Stanley international convertible bond research team which earned the #1 ranking by Institutional Investor Magazine.   

 


 Registration check-ins start at 6:00 p.m. and ends at 6:30 p.m.

Complimentary beverages and light snacks will be provided. For any questions about this event, please email us at programs@digitalmooselounge.org. 


 

 About Digital Moose Lounge 

The Digital Moose Lounge is a long-standing community of Canadians in the San Francisco Bay Area. Our mission is to facilitate meaningful connections with Canadians in the Bay Area. We gather over Canadian culture and we partner with government, organizations, and universities to make a social impact in our local community. Whether you're a recent arrival, longtime California resident, or visitor, we hope you'll join our vibrant community of Canadians and Canada-lovers. We look forward to giving you a warm Canadian welcome to our group. Learn more at https://www.digitalmooselounge.org/ 

Have questions about Cross-Border Estate, Tax and Investment Wealth Management Panel Discussion ? Contact Digital Moose Lounge

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When & Where


Crowne Plaza - Foster City Hotel
1221 Chess Drive
Foster City, CA 94404

Tuesday, February 26, 2019 from 6:30 PM to 8:00 PM (PST)


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