Digital Moose Lounge
Please note: Canadian Studies is pleased to forward the below as a courtesy announcement from our valued community partner, the Digital Moose Lounge. Canadian Studies and UC Berkeley do not endorse any particular tax strategy or tax professional.
You’re Invited to the 2019 Cross-Border Estate, Tax, and Investment Wealth Management Panel Discussion
Digital Moose Lounge Members and Friends! Our panel will be on hand to answer your Estate, Tax, Investment and Wealth Management questions. Limited seats available, so get your tickets early.
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.