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1st Annual US Expat Tax & Finance Conference

Date: February 26-27, 2015
Location: One King West, Toronto, Canada

Join fellow advisers to US expats in Canada in this unique new event on 26-27 February at One King West, Toronto.
Over the two days you will hear expert views on the issues currently affecting your clients, including:

  • Federal and state tax update
  • Net investment income tax
  • Delinquent filers and methods of disclosure
  • Counselling clients through the “trauma” of U.S. citizenship abroad
  • Pensions and retirement planning
  • Canada/US/UK – how adviser approaches differ: roundtable
  • Real estate and tax planning
  • Tax planning for passive minority investors in PFICs/ offshore funds
  • Regulations 102, 105, etc.
  • FATCA – reporting issues
  • Estate and trust tax issues
  • Relocation roundtable: visa, immigration, employment law and tax issues


Chaired by Wayne Bewick of Trowbridge Professional Corporation, your expert speakers are: 

  • Peter Megoudis, Deloitte
  • Mark Walters, Frank Hirth
  • Shailja Patel, Trowbridge Professional Corporation
  • John Richardson, Citizenship Solutions
  • Dean Smith, Cadesky & Associates LLP
  • Leslie Kellogg, Hodgson Russ Law
  • Kevyn Nightingale, MNP
  • Todd Trowbridge and Arun Nagratha, Trowbridge Professional Corporation
  • Veronika Chang, Morris Kepes Winter Law
  • Heather Segal, Guberman Garson Segal LLP
  • Matthew Certosimo and Natasha Miklaucic, Borden Ladner Gervais

Three ways to book:


Price: $1,495 reduced to $1,095 for members of USPA, includes documentation, lunch and refreshments

Note: This conference qualifies for CPE credits for enrolled agents and registered tax return preparers. DJH International Tax is an IRS approved provider of consulting education.