Yang International Tax Canada, U.S. and China

2014 Tax Workshop # 1 & 11:

Topic: To Be Retired As a Snowbird

Abstract: If you are planning your retirement in U.S. Sunbelt as a snowbird, or to invest in U.S. real property, this seminar is designed with you in mind. The seminar attempts to answer the common questions about U.S. tax that arise out of being a snowbird. Topics covered include determining if U.S. tax laws affect you, types of U.S. residency, renting U.S. property, selling U.S. property, U.S. gift tax, paying U.S. and Canadian taxes on death, and the Canada – U.S. Tax Convention (“the tax treaty”). Also covered are strategies for reducing tax on U.S. vacation property, filing deadline with IRS, tax information exchange between the U.S. and Canada, tips before leaving Canada, and other topics.

Content:

How does U.S. tax laws affect Canadian snowbirds?
Renting and/or selling U.S. real property.
Special considerations of Snowbirds’ Canadian tax returns.
Information exchange between U.S. and Canada.
Cross-border tax planning for Canadian snowbirds.

Time: 12:00 pm Monday January 20
6:00 pm Wednesday September 17.

2014 Tax Workshop # 2:

Topic: Tax Management for Real Estate Development

Content:

Tax Consideration of Common Forms of Real Estate Ownership
Tax Treatment of Real Estate Project Costs
Tax Treatment of Real Estate Disposition
Tax Planning for Business Owners

Time: 2:00 pm Saturday January 25.

2014 Tax Workshop # 3:

Topic: Canadians Filing U.S. Tax Return

Abstract: To provide the insight information of Canadian and US tax systems, the procedure of filing cross-border tax returns, and the strategies of saving Canadian and U.S. income taxes.

Content:

Comparison of Canadian and U.S. individual tax return.
Type of U.S. individual income tax return.
Canadians earning employment income in the U.S.
Canadians doing business in the U.S.
Canadian students in the U.S. universities.
Canadians immigration to the U.S.
Canadian tax return filing to avoid double taxation.
Cross-border tax planning.

Time: 10:00 pm Saturday February 8.

2014 Tax Workshop # 4, 8, & 10:

Topic: Canadians Invest In U.S. Real Estate

Content:

General comparison of Canadian and U.S. real estate income tax rules.
Methods of U.S. real estate investment.
Cross-border taxation reporting of U.S. real estate investment.
Cross-border taxation planning of U.S. real estate investment

Time: 10:00 am Saturday February 15
3:00 pm Saturday June 21
10:00 am Wednesday August 13.

2014 Tax Workshop # 5 & 9:

Topic: U.S. Persons Live in Canada

Abstract: If you are U.S. citizens and/or green card holders, who have be residing in Canada for years, relocated to Canada last year, or will move to Canada in near future, this seminar is designed with you in mind. The seminar attempts to answer the common questions about Canada and U.S. cross-border tax issues that arise out of being a U.S. person residing in Canada.

Content:

Comparison of Canadian and U.S. individual tax income rules.
Determination of Canadian and U.S. residency.
U.S. person as Canadian resident filing Canadian tax return.
U.S. person as Canadian resident filing U.S. tax return.
Avoid double taxation & information exchange between U.S. and Canada.
Cross-border tax planning.

Time: 6:30 pm Tuesday February 19
11:00 am Saturday August 16.

2014 Tax Workshop # 6:

Topic: Canadian Tax Return Filing for Students

Content:

How to determine Canadian resident and non-resident for tax purpose.
Canadian tax ID – SIN vs. ITN
Filing Canadian non-resident individual tax return.
Filing Canadian resident individual tax return.
Tax tips

Time: 4:30 pm Tuesday March 11.

2014 Tax Workshop # 7 & 12:

Topic: Tax Planning for Retirement

Abstract: If you are planning your retirement, or you are interested in tax knowledge in respect to retirement, this seminar is designed with you in mind. The seminar attempts to answer the common questions about Canadian income tax that arise out of being retired. Topics covered include types of income in retirement and how they are differently taxed; common deductions, tax credits, tax shelters and how they work effectively, early retirement tax planning and tax-efficient allocation of assets. Also covered are Canadian tax treatments of retirement in foreign country and/or receiving foreign income, such as foreign pension income.

Content:

Types of income and how they are taxed
Common deductions, tax credits and tax shelters
Tax planning for retirement
Receiving foreign source income

Time:12:00 pm Wednesday May 28
12:00 pm Friday October 3.

2013 Tax Workshop #2:

Topic: Strategy of Filing Canadian and China Cross-Border Tax Returns to Save Canadian and China Income Taxes

Abstract: To provide the insight information of Canadian and China tax systems, the procedure of filing cross-border tax returns, and the strategies of saving Canadian and China income taxes.

Content:

General comparison of Canadian and China individual tax return
Canadian tax return filing for Canadians doing business in China
Canadian tax return filing for Canadians employed in China
Canadian foreign assets reporting for investment in China
Canadian departure tax for emigrants back to China
How to accordingly file Canadian tax return to avoid double taxation
Cross-border tax planning to save Canadian and China income taxes

Time: 3:30 pm Sunday March 3rd, 2013

2013 Tax Workshop #1:

Topic: Strategy of Filing Canadian and U.S. Cross-Border Tax Returns to Save Canadian and U.S. Income Taxes

Abstract: To provide the insight information of Canadian and US tax systems, the procedure of filing cross-border tax returns, and the strategies of saving Canadian and U.S. income taxes.

Content:

General comparison of Canadian and U.S. individual tax returns
U.S. tax return filing for Canadians doing business in the U.S.
U.S. tax return filing for Canadians earning employment income in the U.S.
U.S. tax return filing for Canadians investing in U.S. real property
U.S. tax return filing for Canadian students in the U.S. Universities
How to accordingly file Canadian tax return to avoid double taxation
Cross-border tax planning to save Canadian and U.S. income taxes

Time: 3:30 pm Sunday February 24, 2013