Moodys LLP Tax Advisors and Shea Nerland Calnan LLP present

US tax and filing for Canadian residents

Free presentations for the public

Do your US tax filing obligations have you confused? Do you have all the information you need on recent* IRS requirements? We can help! We'll be offering our presentation and question and answer session on three dates, and in three different locations. Choose one that's most convenient for you:

February 24, 2012 • 12:30 PM - 2:30 PM

Calgary: Rotary House at Calgary Stampede Park Map (PDF)

February 28, 2012 • 12:30 PM - 2:30 PM

Red Deer: Red Deer Lodge, 4311-49th Ave, Pine Lake Room Map

February 29, 2012 • 12:30 PM - 2:30 PM

Edmonton: The Westin, 10135-100 St., Strathcona Room Map

We'll answer all your questions, including the following:

• Are you certain of whether you are a US citizen?
• Even if you are not a US citizen, do you have US filing obligations?
• What forms must you file and when are they due?
• What are the penalties for not filing?
• How do you bring filings current and what are the risks and costs involved?

We will also discuss other important topics:

• Recent IRS guidance on how to bring filings current
• Renouncing US citizenship
• "Snowbird" visas
• Problems with staying in the US for too many days
• Common situations where Canadian residents may owe US tax
• How your US obligations affect your Canadian tax filings

Seating is limited, so register now!

Roy A. Berg JD LLM (US Tax), a cross-border US lawyer with more than 19 years of experience, will lead the presentations. Roy leads the US Tax Group at Moodys LLP Tax Advisors and the law firm of Shea Nerland Calnan LLP and is a foreign legal consultant licensed in Alberta.