Help for Americans: U.S. Tax after Moving to Canada

Newly moved to Canada?  Or maybe you've been here a while, but you're still unsure about your reporting obligations, or your best tax filing strategy?  Confused about recent changes to tax filing?

Whatever your taxpayer profile, please join us as we take a look at US tax requirements for US persons after moving to Canada.  Charlene Mitchell of Baker Tilly Ottawa LLP will address the questions of what to do with your investments and retirement accounts based in the US, how to avoid double tax, new filing requirements you may not know you have and what to do if you accidentally stopped filing after moving.

Bring your own questions, as well, and we'll look at some of those.  (Please be advised that the presenter cannot provide detailed advice tailored to your exact situation without a more detailed individual consultation.)

 

Charlene Mitchell is a Senior Tax Manager in the Cross Border Tax Team at Baker Tilly Ottawa LLP with over 10 years of experience in Canadian and US individual tax. Her area of expertise also includes Canadian residency analysis, emigration/immigration tax planning, and non-resident reporting requirements in Canada.

 

 

 

WHEN

Saturday, August 29, 2026 at 04:00 PM Eastern Time (US & Canada) Time

WHERE

Virtual
Oakville, ON
Canada
Google map and directions

CONTACT

Sue Kronenfeld
[email protected]