Bassem Fawzy

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06/04/2026

Last call! If you haven’t registered yet, what are you waiting for?

On 📅 April 7th at 6:30 PM, get the U.S. estate tax explained in simple terms, discover planning options, and ask your questions during the live Q&A. PLUS, you’ll get a free recording of the session.

Seats are limited, and time is running out! Register now!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

Before April 7th vs. After April 7th 🚨If you’re unsure about the U.S. estate tax exposure of your portfolio, this is the...
05/04/2026

Before April 7th vs. After April 7th 🚨

If you’re unsure about the U.S. estate tax exposure of your portfolio, this is the time to get clear. Before April 7th, you might be assuming your tax treaty protection covers you, without fully understanding what assets are U.S.-situs or what risks you’re exposing your family to.

But after April 7th, you’ll know exactly what’s exposed and how your residency affects your tax treaty protection. With Neil Chadwick TEP and me, we’ll guide you through the options to protect your assets from U.S. estate tax and help you ask the right questions to your financial advisors.

Don't miss out, this is plannable, but only before it’s a problem.

Join us on April 7th at 6:30 PM for a FREE private webinar where we’ll break down every option you have to secure your wealth.

Register now to secure your spot!
https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

As a Canadian expat, you may be holding U.S.-domiciled assets, such as stocks, ETFs, or bonds, and wondering whether you...
04/04/2026

As a Canadian expat, you may be holding U.S.-domiciled assets, such as stocks, ETFs, or bonds, and wondering whether you’re subject to U.S. estate tax.

If your assets exceed $60,000, the answer is likely yes.

Here’s what you need to know:

🔸 U.S. estate tax applies to assets held by non-residents, and the $60,000 threshold is much lower than many expect.
🔸 Portfolio-level adjustments and structural planning are key to minimizing your exposure to these taxes.
🔸 Knowing the right tax planning strategies can help protect your family’s inheritance and avoid forced sales of assets under unfavorable conditions.

On 📅 April 7th at 6:30 PM, Bassem Fawzy and Neil Chadwick TEP will break down U.S. estate tax exposure for Canadian expats and offer real-world strategies to mitigate the risk.

You’ll also get the chance to ask questions during the live Q&A and receive expert advice on cross-border tax planning.

Register now! Seats are limited, so don’t miss out on this valuable session.

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

04/04/2026

9 months, that’s all your family has to pay U.S. estate tax in cash before they can even touch your assets.

With no liquidity, they’ll be forced to sell at whatever price the market gives them. This is the reality that most don’t plan for.

On 📅 April 7th at 6:30 PM, join me for a FREE webinar where we’ll break down how to protect your wealth from these risks.

Register NOW. Don’t wait!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

Your heirs don’t inherit first. The IRS does. If you’re a Canadian expat with U.S.-situs assets, there’s an important ta...
03/04/2026

Your heirs don’t inherit first. The IRS does.

If you’re a Canadian expat with U.S.-situs assets, there’s an important tax risk you need to understand: U.S. estate tax is due in cash, within nine months of your passing, before your heirs can access a single asset.

If your assets are illiquid, your family may be forced to sell at the worst possible time, likely at a loss, to cover the estate tax bill. The IRS doesn’t wait. It’s a deadline you can’t miss.

But this is manageable, and it’s fixable if you act before it’s too late.

Join us on 📅 April 7th at ⏰6:30 PM for a FREE private webinar where we’ll explain how to protect your portfolio from this exposure and what steps you can take to reduce your estate tax risk.

Seats are limited, so don’t wait! 👉 Register now via the link below to secure your spot!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

02/04/2026

As a Canadian expat, did you know that how you hold your U.S. stocks, ETFs, or bonds makes a HUGE difference in your estate tax exposure? 📉

U.S.-domiciled ETFs are treated differently from Canadian or Irish ETFs, even if they track the same market: same assets, different tax impact.

📅 April 7th, 6:30 PM
Join us for a FREE private webinar where we’ll explain how to structure your assets to minimize estate tax risks.

Register now!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

What’s your portfolio holding against you? As a Canadian expat, your U.S. estate tax exemption dropped the day you left ...
02/04/2026

What’s your portfolio holding against you?

As a Canadian expat, your U.S. estate tax exemption dropped the day you left Canada. U.S. citizens enjoy up to $15 million in unified credit, but non-residents like you are only entitled to $60,000.

If your portfolio includes U.S.-domiciled ETFs like SPY or QQQ, those are considered U.S.-situs assets and subject to estate tax exposure beyond that $60,000 threshold. But don’t worry, there is a solution!

Join us on April 7th at 6:30 PM for a FREE private webinar where we’ll explain:

🔹 How your tax residency impacts your estate tax exposure
🔹 What counts as a U.S. situs asset
🔹 How to structure your portfolio to reduce estate tax risk
🔹 Live Q&A to get your specific questions answered

This one session could save you and your family from unnecessary taxes. Seats are limited, so don’t wait!

Register now!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

Did you know that Canada-U.S. Tax Treaty relief doesn’t depend on how long you’ve been away or what passport you hold?It...
01/04/2026

Did you know that Canada-U.S. Tax Treaty relief doesn’t depend on how long you’ve been away or what passport you hold?

It’s all about your tax residency status, and most expats have never had this assessed properly.

This could mean that U.S. estate taxes are affecting your portfolio and you might not even know it. Join me and Neil Chadwick TEP on April 7th at 6:30 PM for a FREE private webinar, where we’ll break it all down in simple terms.

Seats are limited! Don’t wait, register now, and make sure your wealth is safe from unnecessary taxes.

👉 Register now!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

31/03/2026

As a Canadian expat, you could be at risk for U.S. estate tax.

The $60,000 threshold for non-residents means anything above that could be taxed up to 40%, which could cost your family a lot.

But you can take steps to protect your wealth. Join me on April 7th at 6:30 PM for a FREE private webinar where we’ll cover:

✅ How the U.S. estate tax affects Canadian expats
✅ What the $60,000 threshold means for your assets
✅ Simple ways to reduce your tax exposure
✅ A live Q&A to answer your questions

Don't wait until it's too late. Register today and learn how to protect your estate.

Spots are limited!

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

In just 60 minutes, we’re breaking down everything you need to know about the U.S. estate tax and how it affects your po...
31/03/2026

In just 60 minutes, we’re breaking down everything you need to know about the U.S. estate tax and how it affects your portfolio in plain language.

🔹Join me and Neil Chadwick TEP, two specialists with over 20 years of experience, as we walk you through the estate tax exposure that could impact your wealth.

Here’s what we’ll cover:

◼️ What U.S. estate tax exposure means for you
◼️ How to structure your assets to protect your wealth
◼️ Live Q&A to get all your questions answered

Can’t attend? Don’t worry, we’ll send you the full recording within 24 hours!

👉 Register now! Don’t miss out on this opportunity to safeguard your estate.

https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

As a Canadian expat, it’s crucial to know that your U.S. estate tax threshold is just $60,000, not the $15 million exemp...
30/03/2026

As a Canadian expat, it’s crucial to know that your U.S. estate tax threshold is just $60,000, not the $15 million exemption available to U.S. citizens.

What does this mean? Every dollar above that limit could be taxed up to 40%, and that’s before your family even touches a cent. 💸

This is where we come in! Join me and Neil Chadwick TEP on April 7th for a FREE private webinar. We’ll guide you through how this tax could impact your portfolio and what you can do to avoid paying unnecessary taxes.

We’ll walk you through practical strategies to reduce exposure and protect your wealth. Plus, you’ll have the chance to ask us anything during the live Q&A session.

Seats are limited, so don’t wait!

Register now! Let’s make sure your estate is safe and secure.
https://zoom.us/webinar/register/9717732175949/WN_cOhjEQ75RXOQcH0H9KQobg #/registration

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Dubai International Financial Centre (DIFC)
Dubai

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