CANY Tax Planning for Canadian Expats
6:00 pm, Tue. February, 26th 2013
Canadian Consulate, Canada Room, Concourse Level (1251 Avenue of the Americas btwn 49th & 50th)
What Canadian Individual Expats should know about their individual tax requirements while living and working in the U.S.
- Canadian and US residency for tax purposes
- Tax filing requirements in Canada and the US for expats
- Tax planning for Canadian expats, either arriving or leaving Canada
- Ownership of property in Canada and the tax implications for Canadian non-residents
- Tax implications for the ownership of investments in Canada and abroad for Canadian non-residents
- US tax filing and reporting requirements
Wayne Bewick, Bcomm, CA, CFP, CPA - Wayne is a Canadian Chartered Accountant, Certified Financial Planner and a U.S. Certified Public Accountant, specializing in expat and international taxation. Before joining Trowbridge, Wayne spent numerous years at Deloitte specializing in expat and international tax services. He has completed levels I and II of the Canadian Institute of Chartered Accountants In Depth Taxation Program, is a current member of the Institute of Chartered Accountants of Ontario, and the Financial Planners Standards Council. Wayne is also licensed as a Certified Public Accountant in the State of Illinois. Wayne graduated with a Bachelor's of Commerce from Concordia University in Montreal and is fluent in French.
Christopher Hall, CTA - Christopher is Managing Director of the New York office and has more than twelve years of experience in expat tax compliance and consulting. Having worked in the UK, Canada, and the U.S., Christopher has significant experience in a wide variety of expat related topics including Social Security, pensions, treaty application and planning, and compensation and policy issues. As an expat himself, he adds personal experience to the technical knowledge that relates directly to the challenges of making cross border moves. After receiving a BA (Honours) in Economics from the University of Leeds, Christopher began his career in the UK with Arthur Andersen. He is UK tax qualified and an Overseas Member of the Chartered Institute of Taxation in the UK. Prior to joining GTN, Christopher worked in Deloitte's expat tax practice in Toronto and New York for over nine years.