Did you know that the CRA does not recognize a lot of U.S. entities regardless of their legal status in the U.S.? Most of the research you find online is for U.S. citizens investing in the U.S. Coach Roel can guarantee you that if you follow those structures (if you’re NOT a U.S. citizen or a green card holder), you’ll have a hard time with the CRA.

In this workshop section, Coach Roel will talk about all the appropriate and relevant U.S. entities and their complex mechanisms for non-US Residents and Canadian Nationals. This segment is designed to save you as much time and effort as possible, so you can replicate the system without worrying about the CRA.

Coach Roel will be sharing all the secrets of how he successfully structured his cross-border U.S assets and fulfilled his tax obligations. He has done all the work for you, interviewed a lot of tax professionals, and banged his head against the wall so that you can save time, money, and energy. 

His main goal is to give you a structure that is above board and allows you to sleep better at night, knowing that your cross-border assets are protected and compliant. It is crucial to get this right the first time around in order to save yourself a lot of frustration down the road.

Ask any U.S. banker how to get better rates as a non-US/Canadian National and see what they say. They’ll all start by telling you to get a Social Security Number and then slowly build up your business credit. Then, ask them how you can go about getting a Social Security Number as a foreign national and you’ll be met with a blank stare. But what if Coach Roel told you that there’s a better way – to build your personal and business U.S. credit profiles – even BEFORE you step onto U.S. soil?

With the strategies he shares in this workshop, you’ll learn how you can build multiple business credit profiles, acquire non-recourse business credit, as well as personal credit all at the same time. It’ll be the fastest way for you to start getting better rates comparable to a U.S. citizen.

Not many people focus on their legacy when working hard to create a significant cross-border empire. But it is prudent to structure your assets as tax-efficiently as possible from an Estate Planning point of view right from the get-go. 

This segment is designed to look ahead so that you can pre-plan your U.S empire for the benefit of the next generation. Coach Roel will be sharing a few different models of how the wealthiest of the wealthy structure their assets, taking full advantage of existing U.S laws when they pass on.

There are more than a dozen U.S. visa options for you to choose from. They all have their pros and cons. But if you are planning to stay stateside without worrying about the default time limit of your stay, there are a few that are better than the others. 

Coach Roel takes the guesswork out of the equation with this segment, as he has spent a lot of his own money speaking with various immigration consultants, so that you don’t have to. He’ll discuss several of the most relevant U.S Visa options available to Canadian and other U.S. foreign nationals and which are the best options given your situation.

As Canadians, the CRA requires you to disclose all your worldwide income. Therefore traditional tax havens are out of the question. But very few Canadians realize that if their cross-border assets are appropriately structured, the U.S is quite literally their best tax haven, especially the state of Florida. 

In this segment, Coach Roel will give you all the secrets he has learned the hard way as a Canadian real estate investor and business owner in the U.S. He’ll go over the US-Canada bilateral tax treaty in-depth and teach you how you can leverage that to your advantage–LEGALLY!

Most of the popular advice you have been taught about money and wealth creation is wrong. How does he know this? Because when he was practicing as a traditional Certified Financial Planner for over 8 years in Canada, he used to perpetuate these myths thinking that he was helping people “pay down their debts” and  “save for retirement”. 

In this segment, you will learn why you can’t save your way to wealth, why cash is NOT king, and why traditional retirement is a myth. The truth is, there are several ways to achieve “financial freedom” that your banker doesn’t want you to know about. And it largely depends on your understanding of how money really works… as well as thinking “outside the box”. 

Coach Roel will share with you his secrets for achieving financial freedom. You will formulate your personal plan with his personal support and his alumni-student strategy coaches on-site, so that you too can retire ridiculously early and live your best life now, rather than “someday”.