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  5. BAM: I am trying to understand tax filing implications if BAM becomes a US domiciled company. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
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Q: I am trying to understand tax filing implications if BAM becomes a US domiciled company. If BAM shares with a cost base over 100K were held in a non registered account and BAM became US domiciled, would this holding then need to be declared in a T1153 form?
Asked by Stephen on December 18, 2024
5i Research Answer:

Details are still a little murky here, but BAM has this stated on its website: The Arrangement will not result in any changes to the operations or strategic plans of BAM or BN and will have no effect on the tax treatment of their respective dividends. This leads us to imply that the holding would not have to be declared.