[Part 3] — Cross-Border Tax Compliance Primer — Individuals With Cross-Border and U.S. Tax Matters

Part IPart IIOn March 23, 2021, at 12:00pm (East­ern Time), join us for a webi­nar with Alex­ey Man­a­suev, LL.M. (Int’l Tax), NYU, TEP, Prin­ci­pal of U.S. Tax IQ, who will pro­vide a com­pre­hen­sive review of U.S. tax fil­ing and report­ing con­sid­er­a­tions for Cana­di­an indi­vid­u­als with a U.S. con­nec­tion, as well as U.S. expats (U.S. cit­i­zens and Green card hold­ers) liv­ing in Cana­da.

 

Topics Covered in This Webinar

Fig­ur­ing out one’s U.S. tax fil­ing and report­ing oblig­a­tions is not an easy task for many peo­ple. At times, due to the com­plex­i­ty of U.S. inter­na­tion­al tax and cross-bor­der tax rules, it is also chal­leng­ing for tax prac­ti­tion­ers. The non-com­pli­ance can be cost­ly – the U.S. impos­es severe mon­e­tary and, some­times, crim­i­nal penal­ties for indi­vid­u­als who are not com­ply­ing with applic­a­ble U.S. tax laws. The tax laws con­stant­ly change and evolve and are not easy to inter­pret. The num­ber of IRS Forms and tax returns that may be required to be filed with the IRS by Cana­di­ans and U.S. expats is stag­ger­ing. In this webi­nar, we will do our best to eschew obfus­ca­tion in this impor­tant tax area!

Here’s just a sample of what we’ll cover during this webinar:

  • Overview of U.S. tax­a­tion regime applic­a­ble to Cana­di­ans and oth­er non‑U.S. per­sons;
  • Tax res­i­den­cy for U.S. fed­er­al income tax and estate and gift tax pur­pos­es;
  • Sam­ple sce­nar­ios that may require Cana­di­an indi­vid­u­als file a U.S. tax return;
  • Impor­tant IRS Forms and dead­lines for the 2020 tax year;
  • Overview of key IRS penal­ties applic­a­ble in the cross-bor­der and U.S. inter­na­tion­al tax con­text;
  • Tax com­pli­ance tips and prac­ti­cal con­sid­er­a­tions;
  • … and more!

 

Who Will Benefit From Attending This Webinar?

This webi­nar is intend­ed for indi­vid­u­als, busi­ness own­ers, their trust­ed advi­sors and tax pro­fes­sion­als. The con­tent is espe­cial­ly rel­e­vant to U.S. tax and Cana­di­an tax advi­sors who are assist­ing their clients in address­ing U.S. tax and cross-bor­der impli­ca­tions

 

To learn more, please reg­is­ter and gain the knowl­edge you need to help your clients pre­pare for their 2020 tax fil­ings and effec­tive­ly man­age their poten­tial U.S. tax expo­sure. Plus, you can earn up to 1 CPD cred­it (rel­e­vant to Cana­di­an CPAs).  We hope you join us!Purchase

Very tru­ly yours,
U.S. Tax IQ team

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