Taxation of Canadians in America: Are you at risk? (Cross-Border Series) - Softcover

Walters, Dale; Taylor, Sally; Levine, David

Softcover

ISBN 10: 1770401334 ISBN 13: 9781770401334

Publisher: Self-Counsel Press, 2013

Synopsis

Are you a Canadian who lives in the United States or conducts work in the US?  Many Canadians do not know that they must report and pay tax on their worldwide income and many of them do not know how their Canadian income is to be reported and taxed in the US.  In order to prevent unwanted confrontations with the IRS, co-authors Dale Walters, Sally Taylor and David Levine break down US taxation laws in this easy-to-understand book.  It explains clearly the tax information that Canadians living in the US need to know.

About this title

From the Author

Until now, there has been no book entirely dedicated on the subject of taxation of Canadians living in America.  This is not a book for snowbirds that are not US taxpayers; this book is for Canadians (and their advisors) that are looking to move to the US or already live in the US and want to make sure they know the tax laws that apply to them.

This is the fourth of five books in the cross-border series.  Other books include:

• The Border Guide,
• A Canadian's Best Tax Haven: The US,
• Buying Real Estate in the US: The Concise Guide for Canadians, and
• Taxation of Americans in Canada.

We, the authors, attempted to make this book both readable and useful.  Given the very technical nature of the material, we had to be careful not to get into too much detail, which would make the book dull, and not too little detail, which would make the book useless.We hope you find the book valuable.  Please leave a review of the book so that we can make improvement to the 2nd edition.Thank you. 

About the Author

Dale Walters was formally a partner, CEO and Chairman at KeatsConnelly, a cross-border wealth management firm. He holds a BS in Accounting, is a US Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CFP™ Professional (US and Canada). Dale is the author of Buying Real Estate in the US: The Concise Guide for Canadians and co-author of Taxation of Americans in Canada.  He was named a Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002.  Dale lives in Arizona.

Sally Taylor is a partner and the CEO at KeatsConnelly.  She holds a BS in Accounting, an MS in Financial Planning, is a US Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CFP(R) Professional in the US.  Sally lives in Arizona.

David Levine is a partner and an International Tax Manager at KeatsConnelly.  He has a Bachelor's degree in Accounting, is a Canadian Chartered Public Accountant (CPA), and a US Certified Public Accountant (CPA).  David lives in Florida.

About this edition

• Publisher: Self-Counsel Press
• Publication date: 2013
• ISBN 10: 1770401334
• ISBN 13: 9781770401334
• Binding: Paperback
• Edition number: 1
• Number of pages: 176