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Sunday, February 06, 2022 at 01:00 PM Eastern Time (US & Canada) · $10.00 USD · 5 rsvps
online on zoom in Montreal, QC, CanadaUS TAXES-THE BASICS
Presenter is Pat Fournier CPA (CA), CPA( WA)– JPS Accounting Services Inc
A good place for those just starting out
Young people fresh to tax reporting and those new to being a citizen abroad and reporting to the US. This webinar gives a brief overview of the most obvious areas of concern – Tax Returns, Foreign Reporting, FBARs, and a quick word on the Streamline Program (catch up program)
The ticket price to this event is $10 USD. We chose this price point realizing that many of our members might like to attend one, two, or three of our sessions and we wanted to select a ticket price that was reasonable. We would expect that the last session on Business owners would attract its own, individual audience.
The event will be recorded. Only people who purchase a ticket will receive the recording. If you cannot make the event, but would like a recording, please purchase a ticket in advance.
We would like all those RSVPing to know that tickets are non-refundable. But these funds are going toward a good cause - the 2022 GOTV effort all across Canada. And we thank everyone for supporting this effort. I would add here that if you find yourself in a position to donate more than the $10 per ticket, please know that no donation, large or small, will be turned away. Every dollar donated = four more CallHub calls or 10 texts to members. It all matters and it all adds up.
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Sunday, February 13, 2022 at 01:00 PM Eastern Time (US & Canada) · $10.00 USD · 2 rsvps
Online Zoom in Montreal, QC, CanadaUS TAXES - INVESTING THOUGHTS
Presenter is : Gerry Scott CFP, CIM, CRPC, Raymond James
A little more information for US persons about investing within the Canadian system
For those who have both Canadian and US assets; this webinar discusses navigating this complex world to your best advantage. We also briefly discuss some of the potential pitfalls of owning a few of the Canadian investing tools – Tax Free Savings Account, Registered Education Savings Account, Canadian Mutual Funds, and Exchange Traded Funds.
The ticket price to this event is $10 USD. We chose this price point realizing that many of our members might like to attend one, two, or three of our sessions and we wanted to select a ticket price that was reasonable. We would expect that the last session on Business owners would attract its own, individual audience.
The event will be recorded. Only people who purchase a ticket will receive the recording. If you cannot make the event, but would like a recording, please purchase a ticket in advance.
We would like all those RSVPing to know that tickets are non-refundable. But these funds are going toward a good cause - the 2022 GOTV effort all across Canada. And we thank everyone for supporting this effort. I would add here that if you find yourself in a position to donate more than the $10 per ticket, please know that no donation, large or small, will be turned away. Every dollar donated = four more CallHub calls or 10 texts to members. It all matters and it all adds up.
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Sunday, February 13, 2022 at 06:00 PM Mountain Time (US & Canada) · 2 rsvps
webex in Whitehorse, YT, CanadaLearn to phone bank with DA Canada
Join DA Canada to learn how to phone bank with Call Hub and reach DA members worldwide to help get absentee ballots back to the US. Calls are free to you using your computer. And DA members really like hearing from other DA members so these are hardly cold calls. We like to think of them as "warm."
Date: Sunday, February 13th, 2022
Time: 5pm PT, 6pm Mt, 8pm ET, 9pm AT
A webex link will be provided to those who register.
Please do tell any other DA members you know, from any country, to join in on this important and fun training session.
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Wednesday, February 16, 2022 at 08:00 PM Eastern Time (US & Canada) · $10.00 USD · 4 rsvps
online with zoom in Montreal , QC, CanadaUS TAXES - IRA'S, GIFTING, ESTATE PLANNING
Presenter is: Charmaine Ko, Polaris Tax Counsel, cross-border tax lawyer
While the Canadian Income Tax Act contains certain provisions which can permit a tax-neutral transfer of an IRA to an RRSP, the process is not without its pitfalls, and the right conditions must be in place for such transfers to occur on a tax-neutral basis. This webinar will provide an overview of the relevant rules and provide some examples of when a tax-neutral transfer may and may not be possible.
This webinar will also provide an overview of the basics of the US gift and estate tax regimes and the US lifetime gift and estate tax exemption, with consideration to the application of the Canada-US Tax Treaty.
The ticket price to this event is $10 USD. We chose this price point realizing that many of our members might like to attend one, two, or three of our sessions and we wanted to select a ticket price that was reasonable. We would expect that the last session on Business owners would attract its own, individual audience.
The event will be recorded. Only people who purchase a ticket will receive the recording. If you cannot make the event, but would like a recording, please purchase a ticket in advance.
We would like all those RSVPing to know that tickets are non-refundable. But these funds are going toward a good cause - the 2022 GOTV effort all across Canada. And we thank everyone for supporting this effort. I would add here that if you find yourself in a position to donate more than the $10 per ticket, please know that no donation, large or small, will be turned away. Every dollar donated = four more CallHub calls or 10 texts to members. It all matters and it all adds up.
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Wednesday, February 23, 2022 at 08:00 PM Eastern Time (US & Canada) · $20.22 USD · 2 rsvps
online on zoom in Montreal , QC, CanadaOPERATING A CANADIAN BUSINESS AS A US CITIZEN
Presenter is: Max Reed, cross-border lawyer at Polaris Tax counsel. You can read more about Max Reed here --> https://polaristax.com/max-reed/
The 2017 tax reforms entirely changed the tax reforms around operating a business as a US taxpayer resident in Canada. This webinar will provide an overview of those changes and examine strategies for dealing with the complexity as a Canadian resident US citizen who wants to incorporate. Incorporation can still provide significant tax benefits — even for those with double tax exposure. Specifically, the webinar will cover at a high level:
- Tax benefits of incorporation
- The US repatriation tax and strategies for offsetting it;
- The US GILTI rules and strategies to mitigate them;
- Other tax planning ideas for incorporated business owners.
The ticket price to this event is $20.22 USD. We would like all those RSVPing to know that tickets are non-refundable. But these funds are going toward a good cause - the 2022 GOTV effort all across Canada. And we thank everyone for supporting this effort.
The event will be recorded. Only people who purchase a ticket will receive the recording. If you cannot make the event, but would like a recording, please purchase a ticket in advance.
I would add here that if you find yourself in a position to donate more than the $20.22 per ticket, please know that no donation, large or small, will be turned away. Every dollar donated = four more CallHub calls or 10 texts to members. It all matters and it all adds up.