Stay ahead with essential U.S. tax insights for Canadian businesses and individuals, covering cross-border implications, reporting requirements, and upcoming changes.
The U.S. tax landscape can be daunting for Canadian CPAs, especially when dealing with cross-border clients. In this comprehensive session from the CPA Small Practitioners' Forum 2024, you'll learn how to navigate key U.S. tax rules and avoid costly pitfalls. From understanding effectively connected income and state nexus to dealing with the complexities of U.S. residency tests and reporting requirements, this course offers practical guidance to ensure compliance and minimize risk.
With insights into recent legislative changes, penalties, and the looming expiration of critical tax provisions, you’ll be equipped to advise your clients confidently. Gain essential knowledge to handle business and individual tax matters, learn best practices for cross-border tax planning, and stay informed about potential changes that could impact your practice.
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The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
CPA, CMA, FEA
Krista Rabidoux is a Partner who works out of our Calgary and Edmonton offices. She has over 18 years of experience providing U.S., Canadian, and cross-border tax planning advice and compliance services to her clients. Krista works with businesses, individuals, and trusts to manage filing requirements in the U.S. and Canada. Her work includes: Assisting U.S. citizens living outside of the U.S. to complete their filing obligations Working with businesses that have operations outside of Canada to meet their worldwide compliance requirements Advising on employer and employee obligations when working across borders Analyzing tax laws and income tax treaties of various jurisdictions to come up with favorable tax solutions Aiding professional athletes and artists with their ever evolving complex tax situations
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
