Canadian Tax Preparation Advice

Tax Issues Related to Holding Canadian Assets, Estate Issues and Other Matters


Carol-Ann Simon, CPA, CA, Shareholder
Masataka Yamaguchi, CPA, International Tax Manager 

Presentation to: Willamette Valley Estate Planning Council, January 14, 2014

Topics include:

  • Case Study: Client Assumptions & Goals
  • Assets & Liability
  • Canadian Consequences
  • Deemed Disposition of Assets
  • Rent of Canadian Home
  • Sale of Canadian Principal Residence After Move to U.S.
  • Change in Use of an Asset
  • U.S. Tax Consequences


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