FLORIDA AND NEW YORK TOOLKITS UPDATED FOR SNOWBIRD CLIENTS
The IIAC has updated its Florida and New York Registration toolkits for firms dealing with Canadian clients who are temporarily present in the United States, or Canadian clients resident in Florida or New York with RRSPs or other self-directed tax-advantage retirement plans.
The IIAC has created these toolkits, including the required documentation, to assist firms in complying with Florida and New York requirements. The toolkits can be found in the Member Centre of our website, under the Member Resources tab. It is password-protected for IIAC members. To register for access, please click here. If you are already a registered user, please click here.
The IIAC wishes to thank Mark D. Knoll, Principal of Bressler, Amery & Ross, P.C. in New York for his assistance in updating these toolkits.
If you have any questions, please contact Michelle Alexander.