February 04, 2025

Tax Strategies and Real Estate Investment with Carmen Da Silva In Canada & U.S.A.

27 minutes

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In this episode, Scott Dillingham interviews Carmen Da Silva, a CPA and cofounder of Share, who brings over two decades of cross-border tax and investment expertise to the discussion. Drawing from her journey from PricewaterhouseCoopers to managing a significant U.S. real estate portfolio and co-founding Share, Carmen shares comprehensive insights on tax strategies, investment structures, and wealth building approaches for Canadians investing in U.S. real estate. Her unique perspective combines professional expertise with personal experience, having successfully navigated both markets while teaching the next generation about building wealth through real estate.

Key Timestamps:
[0:00] Professional Background
- PricewaterhouseCoopers experience
- Family office development
- Investment journey
- Share platform creation

[4:30] Tax Considerations
- Cross-border implications
- State-specific requirements
- Entity structure options
- Tax credit optimization

[8:45] Investment Strategy
- Holding company setup
- State registration
- Asset protection methods
- Portfolio management

[12:30] Entity Structures
- LLC considerations
- Cross-border implications
- Registration requirements
- State-specific needs

[16:45] Estate Planning
- Will considerations
- Cross-border issues
- Asset transfer strategies
- Administrative requirements

[20:30] Investment Education
- Next generation focus
- Early investment benefits
- Cash flow mindset
- Portfolio building strategies

Key Points: