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Perth – 16, November, 2015 – Tax Planning for Canadian Expatriates

Tax Seminar in Perth: Tax Planning for Canadian Expatriates

 

Date: Monday, November 16, 2015

 

Times: 12:00 – 2:00 PM and 6:00 – 8:00 PM

 

Location: Parmelia Hilton Perth: Karri Room

14 Mill Street, Perth, Western Australia, 6000, Australia

 

The seminar will focus on the following topics:

  • Canadian residency for tax purposes
  • Canadian filing and reporting requirements
  • Tax planning for Canadian expats, either departing Canada or arriving in Canada
  • Ownership of property in Canada and the tax implications for Canadian non-residents
  • Tax implications for the ownership of investments in Canada and abroad for Canadian non-residents
  • AND questions about other expatriate tax issues will be answered

 

Registration: Please register at events@trowbridge.ca and indicate the event you’re interested in attending.

 

Guest Speakers:

 

Wayne Bewick, CPA CA, CFP, CPA (Illinois), Trowbridge Professional Corporation.

Wayne is a Canadian Chartered Professional Accountant, Certified Financial Planner and a U.S. Certified Public Accountant. Before joining Trowbridge, he spent numerous years at Deloitte specializing in expatriate and international tax services. He has completed levels I and II of the Canadian Institute of Chartered Accountants In-depth Taxation Program; is a current member of the Institute of Chartered Accountants of Ontario, and the Financial Planners Standards Council. He is also licensed as a Certified Public Accountant in the State of Illinois. Wayne graduated with a Bachelor’s of Commerce from Concordia University in Montreal and is fluent in French.

 

 

Craig Lasby, BA, ADFS, CFP (Canada), Prairie Heritage Wealth Management Pty Ltd.

Working in conjunction with Godfrey Pembroke Limited, part of NAB’s MLC Wealth Management division, Craig’s mission is to help ‘simplify & enhance the lives’ of both his domestic Australian and expatriate Canadian clientele resident in Australia. Since 1990, he has been his client’s ‘Personal CFO’, continuing a client centric financial advice tradition dating back to the early 1950’s when his father Percy began advising clients in Western Canada. Your values, and what is important about money to you, are the focus of Craig’s practice philosophy. It is the combination of this philosophy and his unique mix of international experience, financial sophistication and down-to-earth sensibilities that allow him to provide a safe harbour to clients in all things financial. Craig is a Canadian Certified Financial Planner and a current member of the Financial Planners Standards Council. He has a Bachelors degree from Briercrest College in Saskatchewan and holds an Advanced Diploma of Financial Services in Australia.