updated 2:57 PM CEST, Sep 21, 2023

U.S. Expat Tax Conference set for later this month in Toronto

Independent tax professionals from across Canada and elsewhere will come together later this month in Toronto, at a two-day, CPD-accredited “U.S. Expat Tax Conference”.

The conference, which is being hosted by Toronto-based CPD Programs, is being aimed mainly at tax advisers, but wealth managers and other professionals who are looking to boost their understanding of key issues, as the 2019 U.S. tax year heads into its final months, are also expected to attend. 

According to the event’s organizers, attendees may be eligible to receive a total of 12 CPD credit hours.

Among those scheduled to speak at the event is Monte Silver, the founding partner of Tel Aviv-based Silver & Co. Silver has been in the news recently as a result of a legal challenge he brought in Washington last year against a key component of President Trump's Tax Cuts and Jobs Act, but his day job involves advising high-net-worth U.S. clients on their cross-border tax matters.

Other scheduled speakers include Peter Megoudis, of Toronto-based Trowbridge Professional Corp., an international tax specialist; lawyer and citizenship adviser John Richardson, of Toronto-based Citizenship Solutions; cross-border tax specialists Grant Campbell and Romana Fabicka, of BDO, Canada; cross-border tax specialist Max Reed, of Vancouver-based SKL Tax; and Ian Macdonald, a CPA and Certified Financial Planner who runs his own firm specializing in the areas of personal income tax and financial planning.

Michael Koenig, a partner who specializes in U.S. and cross-border tax compliance issues at Davis Martindale; Ray Kinoshita of Grant Thornton; and Leslie Kellogg, a HNWI tax and citizenship specialist at Hodgson Russ in Buffalo, New York, complete the line-up.

The event will take place on Jan. 30 and 31 at Vantage Venues, formerly the St. Andrew’s Club and Conference Centre, at 150 King Street West in downtown Toronto, near the St. Andrews subway station.

The cost of attending is C$1,500, plus 13% HST (“harmonized sales tax”) for members of the U.S. Professionals Association. For non-USPA members it’s C$1,900, plus 13% HST.

More information on the U.S. Expat Tax Conference may be found by clicking here.