Thursday, February 29

Burnaby, BC, Canada

Vancouver In-Person Tax Essentials & Social

Join us for an insightful seminar focused on essential tax knowledge for US citizens residing in Canada. This is not only an opportunity to grasp the fundamentals of cross-border taxation but also a chance to connect with fellow Americans in BC. The event features a one-hour comprehensive overview of critical tax topics, followed by a dedicated Q&A session and a chance to socialize.

Agenda: (please arrive at 6:30 to check-in, the seminar will start at 7:00 PM)

  • Understanding who falls under US tax compliance
  • Key tax considerations for US citizens in Canada
    • Comparative insights into US and Canadian tax systems
    • Common filing scenarios and necessary forms
  • Investment nuances and tax implications
  • Navigating FinCEN/FBAR – Reporting Foreign Bank and Financial Accounts
  • Essentials of Foreign Reporting
  • Introduction to the Streamlined Program

Meet the Experts:

Pat brings a wealth of public practice experience from both sides of the border, with CA and CPA designations from BC, Canada, and WA, USA. Her decade in Seattle enriched her expertise in public practice and banking before returning to Port Coquitlam, BC, to establish a specialized US tax practice. Catering to individuals, small businesses, and fellow accountants, Pat's dual licensure makes her a distinctive authority in cross-border financial matters.


Jim, a seasoned professional with over 20 years in public accounting, holds CPA (WA) credentials since 2001 and a Master's of US Taxation from Golden Gate University. His dual citizenship and extensive cross-border experience shape his unique proficiency, especially in assisting healthcare small businesses like chiropractors and RMTs, as well as consultants. Jim's forward-thinking approach and dedication to planning and tracking distinguish his service in driving success for small businesses.


Can't make it to this seminar? Join us on March 5, 2023, for Super Tuesday. Vote in person in our Global Presidential Primary and watch the returns roll in! For more information and to RSVP, click here.


Accessibility information: The room is listed as accessible by a stair lift on a short set of stairs, there is no elevator. Please let us know if you need specific event accommodations. 


Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants, or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters. We suggest that Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf


Did you know Democrats Abroad Canada is a 100% volunteer, 100% self-funded organization, and the work we do to get out the vote from Americans living across Canada is only possible through the support of our members? Your generous donations to events like these are greatly appreciated to help us mobilize American voters in Canada!

WHEN

Thursday, February 29, 2024 at 06:30 PM Pacific Time (US & Canada) Time

WHERE

Burnaby Lake Rugby Club – Mohawk Room
3760 Sperling Ave
Burnaby, BC V5B 4X5
Canada
Google map and directions

CONTACT

Democrats Abroad Vancouver
[email protected]

Buy tickets here!

$20.24 General Admission Admission for 1 for in-person tax seminar

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12 RSVPs