The changing landscape of financing U.S.-Canada cross-border transactions

LIVE WEBCAST | January 25, 2023

Authored by RSM Canada

Event overview

Unlike domestic U.S. transactions, cross-border transactions can introduce an additional layer of complexity. In particular, U.S. buyers seeking to acquire Canadian targets often need to navigate several potential issues leading up to closing and during the holding period. Recent legislative changes in Canada have also made it even more complicated to hold a Canadian target. 

Join us as we discuss:

  • Potential benefits of utilizing a Canadian acquisition company to acquire a Canadian target
  • Impact of the Canadian thin capitalization rules on cross-border financing
  • Navigating changes to U.S. debt limitations
  • Impact of withholding taxes during the holding period
  • Hybrid structures and issues associated with the repatriation of cash
  • Implications of Canada’s proposed EIFEL rules

In addition to this great session, we’ve got a second M&A-related webcast happening that will focus on topics such as:

  • Legislative changes impacting asset step-up planning for buyers and corporate deferral planning for sellers
  • The widening of permitted related party business combinations/split-ups
  • Upcoming changes to disclosure rules impacting transactions


Michael Joseph | Partner | RSM Canada

Michael is a partner in the M&A tax practice of RSM Canada where he is actively building a team of first choice advisors that service middle market clients globally.

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Marino Jeyarajah | Partner | RSM Canada

Marino Jeyarajah is a Tax Partner in the Mergers and Acquisitions Tax group and has over twelve years of experience advising clients on a wide range of tax and financial issues relevant to their businesses. His experience includes a wide range of businesses, from small private companies to large multinational corporations.

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Learning objectives

By the end of this presentation, participants will be able to:

  • Describe the basics of structuring a Canadian transaction
  • Explain common issues associated with repatriating cash from Canada
  • Outline the financing limitations associated with Canadian acquisitions

CPE credits

This event may qualify for up to 1 hour of verifiable CPD for Canadian CPAs, depending on provincial CPD requirements.

RSM Canada LLP is pleased to offer 1.0 CPD credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPD is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us

Advance preparation: None | Program level: Intermediate | Prerequisites: None | Delivery method: Virtual Group Live

Field of study: Taxes | CPD: 1.0 credits per webcast

CPD credits

This session may qualify for up to 1 hour of Verifiable CPD for Canadian CPAs depending on provincial CPD requirements

Event Details

Date and time

Wed, Jan 25, 2023
11 a.m. EST | 10 a.m. CST

Intended audience

CEO, CFO, procurement, tax and finance professionals


60 minutes


One CPD credit will be issued to eligible participants



Let's Talk!

Call us at (519) 426-5160 (Simcoe) or (519) 842-4246 (Tillsonburg) or fill out the form below and we'll contact you to discuss your specific situation.

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Source: RSM Canada
Used with permission as a member of RSM Canada Alliance

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Good Redden Klosler a proud member of the RSM Canada Alliance, a premier affiliation of independent accounting and consulting firms across North America. RSM Canada Alliance provides our firm with access to resources of RSM, the leading provider of audit, tax and consulting services focused on the middle market. RSM Canada LLP is a licensed CPA firm and the Canadian member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.

Our membership in RSM Canada Alliance has elevated our capabilities in the marketplace, helping to differentiate our firm from the competition while allowing us to maintain our independence and entrepreneurial culture. We have access to a valuable peer network of like-sized firms as well as a broad range of tools, expertise, and technical resources.

For more information on how Good Redden Klosler can assist you, please call us at (519) 426-5160 (Simcoe) or (519) 842-4246 (Tillsonburg).

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