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CDN/US Tax for Dual-Citizens & Non-Residents with US …

Type: Webinar with NA CPE

26 October 2023 1:00 pm ET
26 October 2023 2:30 pm ET

1:00 – 2:30 pm ET

Untitled Document

1.5 hrs CPE/CPD in Taxes

Program Level: Basic  

CDN/US Tax for Dual-Citizens and Non-Residents with US Investment Property

This presentation will touch on subjects related to considerations non-residents and dual US/CDN citizens should have when dealing with US investments. We will also touch briefly on different types of US structures and how these are taxed in the US and in Canada 

Learning Objectives

  • How to structure your affairs south of the border
  • Treatment of foreign corporations for Dual Citizens 
  • Considerations for non-residents with US investment property
  • Considerations when immigrating to or emigrating from Canada/USA

Speaker Bio

Aaron Rumley, CPA, CA, CPA (Maryland), CFE
Rumley Holmes LLP

Aaron received a B.A. and a Master’s degree in Accounting from the top ranked accounting school in the western United States. In addition to Aaron’s designation as a Chartered Professional Accountant, he is also licensed to practice as a Certified Public Accountant in the United States and is a Certified Fraud Examiner.

Aaron began his accounting career with KPMG, LLP where he provided financial accounting and taxation services to international and local companies. After leaving KPMG, he worked in various management positions in several publicly traded U.S. corporations.

Aaron returned to Canada in 2003, at which time he founded Rumley & Associates in Barrie. Aaron regularly advises his clients on a myriad of issues, including corporate and personal tax planning, corporate governance, cash flow management, US Taxes, business valuations, financial reporting, and more.

Aside from managing the office, Aaron is actively involved in the Barrie community and has served on several not-for-profit board

Speaker Bio

Graeme Thompson
Senior Manager
Rumley Holmes LLP

Graeme graduated from Laurentian University in 2012 with a BBA specializing in both accounting and marketing. He passed the CFE in September 2017 and was awarded the designation Chartered Professional Accountant (CPA) in December 2017. He is currently pursuing the U.S. Certified Public Accountant designation.

Graeme began his career working for MNP LLP in Timmins where he gained experience working for a wide variety of clientele including municipal, First Nations, not-for-profit, power corporations and various private corporations. While at MNP he primarily worked in audit and assurance where he prepared standard and specialized reporting based on client needs.

Graeme has been working in the US Tax practice for the last few years and will be taking the US CPA reciprocity exam this fall.