Snowbirds US Expats Radio Podcast

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about what Canadians need to know when they sell their property in the United States.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Kevyn Nightingale from Levy Salis, LLP about why more Canadians than ever are moving to the United States, what they should know, the tax implication and what you can do about it.

In this episode of the Snowbirds Ex Pats Radio Podcast, Gerry Scott speaks with Robert Clegg from CanadAmerican Tax Services about filing US taxes, specificially SL / Relief Procedures, the difference between the two, the process involved and Form 8854.

The Tax Consequences of Leaving Canada Permanently features Gerry Scott chatting with Kenneth Keung, Director of Canadian Tax Advisory, Moodys Tax.

Welcome to this Snowbirds US Day Tracker webinar. Today’s topic is your Welcome to Canada – US Snowbirds “What If” Checklist: Problems and Planning Solutions. Your esteemed hosts for this webinar are Gerry Scott, founder of the Snowbirds US Day Tracker and David Luzon, Partner at Barclay Damon. Gerry is an experienced advisor, specializing in cross-border solutions. He also hosts the Snowbirds US Expats Radio Podcast, and is a snowbird, just like you! David is a trust and estate and wealth planning attorney with over 25 years of experience and he’s based in Buffalo, New York.

Here are the answers to commonly asked FBAR questions from returning guest Robert Clegg "CanadAmerican Tax". Originally from Washington State but now based in Victoria, Robert graduated with a Juris Doctorate (JD) degree from Gonzaga University and a Master of Laws in Taxation (LLM) degree from the University of Washington. Robert was admitted to law practice in the State of Washington in 1997 and remains an active member in good standing with the Washington State Bar Association. Based in Canada for over 15 years, including time in the tax departments of two Big 4 accounting firms, his extensive knowledge of U.S. federal and state personal taxation enables him to provide timely and effective compliance and planning services to you.

In today’s podcast, we will expanding on last week’s episode, where Dr Jason Rivers, discussed the “dangers of un protected exposure to the sun can lead to serious health issues. What I took away from my discussion with Dr Rivers, “Bob Marley and Jimmy Buffett, both died of Melanoma, (Skin Cancer). Today, we will be discussing “Fitness Tips for Active Snowbirds” with Tommy Europe. Renowned as one of Canada’s top fitness trainers, Tommy Europe has made a significant impact in the health and wellness industry. With accolades such as being selected as one of Canada’s Top Fitness Trainers and being a National Champion for the Canadian Men’s Health Foundation, Tommy has solidified his status as one of Canada’s most recognizable fitness personalities. Following his successful football career, Tommy founded Tommy Europe Fitness, where he developed “The SHRED Mentality” – a comprehensive training, performance, and success tool that he shares with audiences nationwide.

Gerry talks with Dr. Jason K. Rivers, a clinical professor of dermatology and a past director of the dermatology residency training program at the University of British Columbia, about what Snowbirds need to know about their skin and the sun. Currently he practices medical and cosmetic dermatology at Pacific Derm in Vancouver, BC, and is the developer and founder of Riversol Skin Care. Dr. Rivers’ dedication to excellence in patient care and clinical skills has earned him recognition by being the recipient of Canada’s “Best Doctors” award for a number of years. He is the current vice president/incoming president of the Canadian Dermatology Association and president of the Acne and Rosacea Society of Canada. A former national director of the Canadian Dermatology Association’s Sun Awareness and Skin Cancer Prevention Program, Dr. Rivers continues to serve as Regional Director. These campaigns, which reach millions of Canadians each year through the media and distribution of educational materials, involves working in tandem with groups such as the Canadian Cancer Society and the BC Ministry of Health. Dr. Rivers was one of the principal investigators of the first national study on the sun protection habits of Canadians. He presented a report on the findings to the House of Commons Hearing Committee on the Environment (effects of ozone depletion on human skin) and was involved in a forum to create the UV Index. Dr. Rivers’ experience in aesthetic medicine spans more than 25 years and he has been invited as a key speaker to present on both medical and cosmetic dermatology topics at national and international symposia. He is the immediate past president of the Canadian Society for Dermatologic Surgery, an organization whose membership is comprised of dermatologists with dual expertise in skin disorders and aesthetic medicine. He is the current President of the Board of Directors for the Acne and Rosacea Society of Canada.

Kevi Velcani from Moody's Private Client Law tells Gerry exactly how one becomes a Canadian citizen.

In this episode, Gerry Scott speaks with Steven Flynn, CPA, CA, CPA (Washington) Partner about US and Canadian tax issues impacting Canadians buying US real estate.

In this episode, Gerry Scott speaks with Sid RAO, TAX Lawyer and Partner with MNP’s International Tax Services Group about Canadians doing business in the United States.

This conversation is focused on Canadians / Americans that live on one side of the border while working on the other side. Our guest expert is Frank Casciaro, Senior Manager at RSM Canada based in Toronto Canada.

Guests: Julia Herzog Immigration Lawyer, based in Victoria BC and Robert Clegg, Cross-Border Tax Accountant, based in Surrey BC Topics Federal and State tax compliance Business visitors and treaty-based legal status

Guest Mary Beth Lougen, President and Founder of “American Expat Tax Services. American Expat Tax Services is an income tax preparation firm that specializes in all areas of US Income Tax Preparation, Expat Tax Advice, Compliance, and IRS Problem Resolution for American Expats living or working outside of the United States.

We are talking about Canadians that have spent the last 20/30 + years working and living in the US, are now considering moving back and retiring in Canada.

Gerry Scott chats with Ryan Sirovyak, CPA, CA, CPA and Davis Griscowsky, CPA with EBT Chartered Professional Accountants about what you need to know about inheriting a Roth IRA.

Gerry Scott chats with Trent Robinson, CPA, CA with Buckberger Baerg & Partners LLP about the US taxation of Canadian tax deferred plans for residents or citizens of the US (i.e. RRSP, RRIFs, and RPP).

Gerry Scott chats with Steven Sherman from Cross Border Tax about whether you should transfer your US Qualified Plan to an RRSP.

Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.

Gerry Scott chats with Alexander Marino from Moodys Private Client Immigration Law about the benefits of renouncing your US citizenship.