Taxation of Americans in Canada:
Are YOU at risk?
By Dale Walters, CPA, PFS, CFP® (US and Canada)
With Sally Taylor, CPA, PFS, MSFP, CFP® and David Levine, CA, CPA

Dale Walters
Mr. Dale Walters

Taxation of American’s is dedicated to the unique tax issues American’s face when living in Canada. This book will attempt to address most of the US and Canadian income and estate tax issues faced by Americans living in Canada.

There are more than one million Americans (US citizens and green card holders) estimated to be living in Canada. As Americans, they are required to file US income tax returns every year on their worldwide income. There are potentially significant tax complexities for Americans living in Canada that must be identified and accurately dealt with to avoid potentially devastating penalties that might be imposed by the IRS. In this book, we identify and provide answers to the tax issues facing Americans living in Canada.

KeatsConnelly is the largest and most experienced cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. KeatsConnelly was started in 1990 and has over 40 employees, with offices in Phoenix, Arizona, Boynton Beach, Florida, and Calgary, Alberta.

Cross Border Tax & Accounting is a wholly owned subsidiary of KeatsConnelly that specializes in tax planning and preparation for Canadian and US citizens, who live, work or conduct business across the US-Canada border. A team of Canadian Chartered Accountants and US Certified Public Accountants prepare all types of US and Canadian tax returns.

The cumulative expertise and experience of the professionals at KeatsConnelly and Cross Border Tax & Accounting was drawn upon in writing this book.