Trusts (3520 and 3520A)

Allan Madan, CA
 Mar 28, 2017

These slides will review the reporting forms to completed for grantor and non-grantor trusts. Specifically, we will review the treatment of RESPs and TFSAs from a US reporting perspective. These slides also contain a practical case study.


The following material is for training purposes only. It is only intended for the internal use of Madan Chartered Accountant and is not accessible to the public. Thank you.



The information provided on this page is intended to provide general information. The information does not take into account your personal situation and is not intended to be used without consultation from accounting and financial professionals. Allan Madan and Madan Chartered Accountant will not be held liable for any problems that arise from the usage of the information provided on this page.

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Comments 2

  1. Hello,
    I would like to download the 3 PDFs in Trusts (3520 and 3520A). But they are password protected. I would appreciate it if allow me to obtain the download.


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