2018 US expatriate tax and finance conference: Toronto, 25-26 January 2018


Jan 25-26

Join us for the leading tax event for advisers to US expatriate citizens in Canada. Our panel of expert speakers will discuss the impact of the recent Tax Cuts & Jobs Act passed in the US as well as considering a range of issues facing US expats and their advisers as they seek to optimise their tax and financial position.

The conference will be held at Vantage Venues, formerly the St Andrew’s Club and Conference Centre, at 150 King St. W, Toronto.

The programme for the two days is as follows:

9.30am                        Chairman’s introduction: Wayne Bewick, Trowbridge Professional Corporation

9.45-11.00am             Federal & state tax update: Grant Campbell & Romana Fabicka, BDO
11.00-11.20am           Coffee

11.20am-12.20pm      The US tax reform in detail: Peter Megoudis, Trowbridge Professional Corporation

12.20-1.50pm             Lunch

1.50-2.40pm               Keynote: International implications of the US tax reform: Stuart Gibson, Schiff Hardin LLP

2.40-3.30pm               Current cross-border issues: Kevyn Nightingale, MNP

3.30-4.00pm               Tea

4.00-5.00pm               Expatriation and the covered expatriate – deferred compensation, specific tax deferred accounts, the role of the tax treaty and bringing these items home to the Canadian RRSP: John Richardson, Citizenship Solutions & Ray Kinoshita, Grant Thornton

5.00pm                       Drinks reception


Day 2:                        

9.30am                        Chairman’s introduction and review of day 1: John Richardson, Citizenship Solutions

9.35-11.00am             Real estate – sale of main home, foreign mortgage gain (focus on new US rules and issues in highly appreciated markets): Laura McLeman, Citizen Abroad

11.00-11.30am           Coffee

11.30am-12.25pm      Canadian and US immigrants with offshore trusts and corps: Peter Megoudis, Trowbridge Professional Corporation

12.25-1.50pm             Lunch

1.50-2.45pm               Corporate and small business tax developments: Lionel Chen, Trowbridge Professional Corporation plus another to be confirmed

2.45-3.35pm               Current issues in US immigration law: Andrew Cumming, Cumming & Partners

3.35-4.10pm               Tea

4.10-5.00                    Panel: Use of insurance products in tax planning: Moderated by Peter Megoudis