Dates and location
Hours
Dates and location
Hours
Description
Attendees will learn about US tax concerns for Canadian practitioners eg: What is a US person? Closer connections test, filing requirements of US citizens living in Canada, filing requirements of owning US rental property. All at a high level, so that the attendee will be able to recognize when a US tax issue may exist
This event is scheduled and hosted for CPA Halton-Peel, Hamilton, London, Waterloo-Wellington assigned members ONLY.
Key Takeaways
During this event, participants will discuss:
- Who is a US person?
- Snowbirds and other frequent traveler issues and potential filing requirements.
- Canada – US Tax treaty – substantial presence and branch presence.
- Owning US rental property.
- Selling into the US.
Who Will Benefit
Any practitioner who works with individuals and businesses with US exposure.
How to Access the Course
This is an in-person event held at Rockway Community Centre, 1405 King Street East, Kitchener ON N2G 2N9.
An email reminder of this event will be sent out 24 hours prior to the event. If you have not yet received the reminder 4 hours prior to the event, please do not hesitate to reach out. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.
Speaker(s)
Jason Kingston, CPA, CGA, TEP, CEPA, FEA, EA (US), is a seasoned CPA and business advisor with over 25 years of experience supporting family-owned enterprises and individuals. His expertise spans tax planning, U.S. cross-border taxation, estate planning, business exit strategies, and generational transitions. He currently operates his own independent practice, having formerly served as a partner at Grant Thornton LLP and Drouillard Sambrook Kingston LLP. A proud Conestoga College graduate, Jason has lived and worked in the Kitchener-Waterloo, Cambridge, and surrounding areas for more than two decades. He holds the CPA designation and has completed the CPA Canada In-Depth Tax program, along with earning the TEP, CEPA, and FEA designations.