When Canadian Investments Meet U.S. Tax

Building your investment portfolio is something that takes time and thought.  You want to think about the big picture--what your present investment will be worth down the line.  There are strategies and investments you can use to grow your worth, protecting your assets from a high level of taxation while your income is at its highest.  But how do you do it when there are two different countries, with two separate systems of taxation, to navigate?  What's an American living in Canada to do?

Well, help is on the way!  Come and get some savvy tips on how Americans can manage their Canadian investments from a professional tax accountant with many years of experience.

You don't need to bring anything but your curiosity and Jim will dig into some of your investment questions.

(Please be advised that the presenter cannot provide detailed advice tailored to your exact situation without a more detailed individual consultation.)

 

Jim Stewart is a dual-licensed accountant with JPS Accounting Services in Coquitlam, BC.  A dual citizen of Canada and the U.S., Jim has more than 20 years of public accounting experience on both sides of the border.  He holds his Masters in U.S. Taxation from Golden Gate University.   He was first designated with his CPA (WA) license in 2001 and worked in the Seattle area for more than 10 years before returning to British Columbia and setting up office in Port Coquitlam.

 

 

 

WHEN

Monday, August 24, 2026 at 08:00 PM Eastern Time (US & Canada) Time

WHERE

Virtual
Oakville, ON
Canada
Google map and directions

CONTACT

Sue Kronenfeld
[email protected]