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The Art of U.S. Taxation: Surrey

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MNP Place - 2nd Floor

15303 31st Avenue

Surrey, BC V3Z 6X2

Canada

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PLease Note: This event has been cancelled. If you are interested, please view our Vancouver event here.

MNP and Cascadia Cross-Border Law are very pleased you have decided to join us for our exclusive presentation. 2017 brought many tax changes on both sides of the Canada / U.S. border that especially impact incorporated professionals. Whether you are an incorporated professional with U.S. citizenship, dual citizenship, U.S. permanent resident status, or unsure if you are an accidental American, this insightful seminar was designed for you.

As an incorporated professional with U.S. citizenship operating a company in Canada, understanding both your Canadian and U.S. tax obligations is key to managing your risk exposure, minimizing your tax liabilities and staying compliant. That’s why we have designed this exclusive seminar where we will discuss tax planning strategies, opportunities, as well as other key tax and immigration considerations, including:

  • The Accidental American: Who qualifies as a U.S. person?
  • Changes to U.S. estate and gift tax rules.
  • The Deemed Dividend Regime for 2017: Impact of the 2017 U.S. tax reform.
  • Impact of the 2018 Canadian tax changes for private corporations.
  • Understanding and planning for the U.S. “GILTI” tax regime for 2018 and onwards.
  • How to mitigate and manage double taxation.
  • Cross-border investment and tax planning strategies.
  • Non-compliant U.S. tax filers: What are your options going forward?
  • Legal and tax consequences of expatriation (giving up U.S. citizenship or LPR status).
  • Process of expatriation.
  • Post-expatriation U.S. business options.


Agenda:

5:00 – 5:30 p.m. Registration
5:30 – 6:45 p.m. Presentations
6:45 – 7:00 p.m. Q&A
7:00 – 8:00 p.m. Reception & Networking

If you have questions or troubles registering, contact Meryle Ardagh at meryle.ardagh@mnp.ca

This session is also available in Vancouver. View details.


Presenters:

Greg headshot

Greg Boos

Attorney at Law - Cascadia Cross-Border Law

Greg Boos practices at Cascadia Cross-Border Law, an U.S. immigration law firm with offices in Bellingham, WA. A results-oriented advocate with 30+ years of professional experience, Greg has been named one of the world’s leading practitioners of U.S. immigration and nationality law by the international who’s who of corporate immigration lawyers. Based on peer reviews, Martindale-Hubbell has awarded Greg an AV Preeminent rating, a testament to the fact that his colleagues rank him at the highest level of professional excellence.

Heather headshot

Heather Fathali

Attorney at Law - Cascadia Cross-Border Law

Heather Fathali is a U.S. immigration attorney with Cascadia Cross-Border Law in Bellingham, WA. Heather received her Juris Doctor degree from Seattle University School of Law in May 2014, graduating summa cum laude. Heather’s practice focuses primarily on employment-based U.S. immigration, with a large portion of her client base consisting of professionals, entrepreneurs and persons of talent; as well as U.S. citizenship and expatriation matters, including advising on the immigration aspects of relinquishment and renunciation of U.S. citizenship or U.S. LPR status.

David headshot

David Cender, CPA, CA, CPA (Illinois)

Partner, International Tax Services - MNP Surrey

David Cender is based in Surrey and is with MNP’s International Tax Services practice, where he leads the cross-border tax group. He primarily consults with Canadian and U.S.-based corporations regarding their business structuring, cross-border planning and compliance needs. He also advises individuals regarding Canadian, U.S. and international tax issues and has significant experience advising U.S. citizens residing in Canada regarding their Canadian and U.S. tax compliance and estate planning needs. He also advises Canadian and U.S.-based corporations regarding their business structuring and cross-border planning needs for Canadian entities entering the U.S. and U.S. entities considering doing business in Canada.

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Katri Ulmonen, CPA, CA, CPA (WA), M.S. (US) Tax

National Director, U.S. Tax Services - MNP Vancouver

Katri Ulmonen, is based in Vancouver and is a Partner within MNP’s International Tax Services Group and the firm’s National Director of U.S. Tax Services. With more than 21 years of experience, Katri provides a wide array of cross-border tax services, including consulting, compliance for individual and corporations across Canada and the U.S. and advice for companies expanding across the Canadian-U.S. border. Katri is highly versatile and offers advice for clients in a variety of sectors, including professionals. In 2014, Katri was a member of the Canadian Tax Foundation’s National Tax Conference Steering Committee where her many tax proficiencies were put to use as a panel moderator for the event.

Date and Time

Location

MNP Place - 2nd Floor

15303 31st Avenue

Surrey, BC V3Z 6X2

Canada

View Map

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