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US expat tax & finance: Toronto, 31 January & 1 February

calander

Jan-Feb 31-01

US Expat Tax and Finance Conference 2019

Thursday & Friday, 31 January – 1 February 2019

Vantage Venues, 150 King St West, Toronto

In association with CPD Programs

Day 1:

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-12.10pm         Pleading not GILTI – maximising tax deferral for US citizen business owners: Max Reed, SKL Tax

12.10-1.00pm                Taxation of foreign pensions: Peter Megoudis, Trowbridge Professional Corporation

1.00-2.00                      Lunch

2.00-2.50pm                 Entity classification rules: Lionel Chen, Trowbridge Professional Corporation and Ray Kinoshita, Grant Thornton

2.50-3.40pm                 US taxation of non-resident alien individuals: Ian Macdonald, CPA

3.40-4.00pm                 Tea

4.00-5.00pm                 Panel: Artistes and Athletes – Tax, investment and citizenship implications

5.00pm                         Drinks reception

 

Day 2:                         

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

9.45-10.35am                Outbound tax planning after the TCJA – real estate and corporate: Max Reed, SKL Tax, Tim Barrett, Thorsteinssons LLP

10.35-11.25am              Case studies – Inheritance of Investment Assets: Bernardine Perreira and Elizabeth Hurly, Perreira Hurly Wealth Advisory

11.25-11.45am              Coffee

11.45am-12.25pm         Keynote speech – The TCJA – One Year On: David Cay Johnston

12.25-1.40pm                Lunch

1.40-2.30pm                 Trusts: What are they good for?: Peter Megoudis, Trowbridge Professional Corporation

2.30-3.20pm                 IRS Notice 2019-01 – Previously taxes earnings and profits: Kevyn Nightingale, MNP

3.20-3.45pm                 Tea

3.45-4.45pm                 Panel: Tax residency in a world of global mobility: Moderated by John Richardson

4.45pm                         Review and close

 

How to book

To reserve your place:

Email: deborah@djhinternationaltax.com; or

phone Deborah Hicks on:
+44 (0)1962 458058

Pricing

Members of the US Professionals Association: CAD$1400 plus 13% HST

Non-members: CAD$1800 plus 13% HST

 

Prices include course documentation, lunch and unlimited refreshments throughout.

 

Payment

 

This year’s conference is hosted by “CPD programs”, to whom payments can be made by email transfer. Details will be shown on the invoice.

 

CE, CPD, CPE credits

 

A total of 12 credit hours will be available for this event.

 

Venue

 

The venue for the conference is Vantage Venues, formerly the St. Andrew’s Club and Conference Centre, at 150 King Street West. Our conference room is on the 27th floor of the Sun Life Financial Tower.

 

It is located in the heart of Toronto, near all major hotels and connected through the underground path system to all major office towers in the city core as well as sitting atop the St. Andrews subway station.

 

Booking terms

Places may be reserved by email but cannot be guaranteed until payment has been received.

Payment in full is required 30 days prior to commencement of the conference or on receipt of an invoice, whichever is later.

Substitution of participants may be made at any time without charge.

Cancellations received in writing more than 30 days prior to the conference will be refunded, less a 20% administration charge.

Cancellations received in writing between 15 and 30 days prior to the conference will be refunded, subject to a 50% administrative charge.

No refund for cancellations received less than 15 days prior to the first day of the conference.

The conference fee is fully refundable only if the event is not held as scheduled. If this should happen, neither CPD Programs nor DJH International Tax Ltd. will not be responsible for any additional costs, such as accommodation and travel.

Day 1:

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-12.10pm         Pleading not GILTI – maximising tax deferral for US citizen business owners: Max Reed, SKL Tax

12.10-1.00pm                Taxation of foreign pensions: Peter Megoudis, Trowbridge Professional Corporation

1.00-2.00                      Lunch

2.00-2.50pm                 Entity classification rules: Lionel Chen, Trowbridge Professional Corporation and Ray Kinoshita, Grant Thornton

2.50-3.40pm                 US taxation of non-resident alien individuals: Ian Macdonald, CPA

3.40-4.00pm                 Tea

4.00-5.00pm                 Panel: Artistes and Athletes – Tax, investment and citizenship implications

5.00pm                         Drinks reception

 

Day 2:                         

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

9.45-10.35am                Outbound tax planning after the TCJA – real estate and corporate: Max Reed, SKL Tax, Tim Barrett, Thorsteinssons LLP

10.35-11.25am              Case studies – Inheritance of Investment Assets: Bernardine Perreira and Elizabeth Hurly, Perreira Hurly Wealth Advisory

11.25-11.45am              Coffee

11.45am-12.25pm         Keynote speech – The TCJA – One Year On: David Cay Johnston

12.25-1.40pm                Lunch

1.40-2.30pm                 Trusts: What are they good for?: Peter Megoudis, Trowbridge Professional Corporation

2.30-3.20pm                 IRS Notice 2019-01 – Previously taxes earnings and profits: Kevyn Nightingale, MNP

3.20-3.45pm                 Tea

3.45-4.45pm                 Panel: Tax residency in a world of global mobility: Moderated by John Richardson

4.45pm                         Review and close